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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 | $31,384 | $72,486-56.7% | $87,103-64.0% | $72,976-57.0% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.9%-40.5pp | 69.5%-33.1pp |
| Annual return | 16.48% | 24.46%-8.0pp | 28.19%-11.7pp | 81.02%-64.5pp |
| Employer contribution / active EE | $246 | $1,894-87.0% | $2,521-90.3% | $2,440-89.9% |
| Participant deferral / active EE | $1,515 | $3,270-53.7% | $4,049-62.6% | $3,608-58.0% |
| Admin fee / account holder | $2,644 | $5,055-47.7% | $7,491-64.7% | $5,124-48.4% |