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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 | $31,715 | $106,749-70.3% | $145,433-78.2% | $82,448-61.5% |
| Participation rate | 65.4% | 75.6%-10.3pp | 82.1%-16.7pp | 68.1%-2.7pp |
| Annual return | 17.29% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.4pp |
| Employer contribution / active EE | $344 | $3,444-90.0% | $4,554-92.5% | $2,551-86.5% |
| Participant deferral / active EE | $3,837 | $6,519-41.1% | $7,897-51.4% | $4,139-7.3% |
| Admin fee / account holder | $5,455 | $8,390-35.0% | $13,129-58.5% | $7,234-24.6% |