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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 | $31,410 | $54,297-42.2% | $97,032-67.6% | $65,306-51.9% |
| Participation rate | 21.4% | 42.3%-21.0pp | 71.6%-50.2pp | 57.7%-36.3pp |
| Annual return | 34.94% | 21.17%+13.8pp | 35.38%-0.4pp | 21.94%+13.0pp |
| Employer contribution / active EE | $101 | $1,365-92.6% | $2,629-96.1% | $1,967-94.8% |
| Participant deferral / active EE | $2,837 | $2,259+25.6% | $4,672-39.3% | $2,959-4.1% |
| Admin fee / account holder | $5,770 | $3,744+54.1% | $9,418-38.7% | $3,480+65.8% |