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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 | $29,971 | $65,367-54.1% | $92,915-67.7% | $72,976-58.9% |
| Participation rate | 41.7% | 68.3%-26.6pp | 76.0%-34.3pp | 69.5%-27.8pp |
| Annual return | 16.81% | 42.11%-25.3pp | 109.45%-92.6pp | 81.02%-64.2pp |
| Employer contribution / active EE | $323 | $2,594-87.5% | $3,653-91.1% | $2,440-86.7% |
| Participant deferral / active EE | $1,824 | $3,128-41.7% | $4,238-57.0% | $3,608-49.4% |
| Admin fee / account holder | $5,378 | $4,251+26.5% | $5,796-7.2% | $5,124+5.0% |