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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 | $57,023 | $97,550-41.5% | $120,344-52.6% | $87,485-34.8% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.7%-43.4pp | 68.9%-35.6pp |
| Annual return | 13.63% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.4pp |
| Employer contribution / active EE | $391 | $2,291-82.9% | $3,020-87.0% | $2,596-84.9% |
| Participant deferral / active EE | $2,499 | $4,230-40.9% | $5,135-51.3% | $4,274-41.5% |
| Admin fee / account holder | $1,097 | $9,543-88.5% | $12,742-91.4% | $7,775-85.9% |