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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,091 | $52,580-48.5% | $71,671-62.2% | $70,126-61.4% |
| Participation rate | 38.2% | 60.9%-22.6pp | 68.7%-30.5pp | 69.5%-31.3pp |
| Annual return | 15.24% | 20.25%-5.0pp | 20.65%-5.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $143 | $1,616-91.2% | $2,460-94.2% | $2,343-93.9% |
| Participant deferral / active EE | $994 | $2,386-58.3% | $3,438-71.1% | $3,332-70.2% |
| Admin fee / account holder | $3,557 | $3,653-2.6% | $5,558-36.0% | $4,645-23.4% |