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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 | $33,492 | $73,787-54.6% | $98,716-66.1% | $82,448-59.4% |
| Participation rate | 48.5% | 61.4%-12.9pp | 69.3%-20.8pp | 68.1%-19.6pp |
| Annual return | 12.57% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $257 | $1,511-83.0% | $2,279-88.7% | $2,551-89.9% |
| Participant deferral / active EE | $2,493 | $3,081-19.1% | $4,048-38.4% | $4,139-39.8% |
| Admin fee / account holder | $1,492 | $6,500-77.1% | $8,703-82.9% | $7,234-79.4% |