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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 | $35,135 | $86,938-59.6% | $102,423-65.7% | $80,925-56.6% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.7%-1.7pp |
| Annual return | 12.02% | 18.89%-6.9pp | 29.42%-17.4pp | 35.65%-23.6pp |
| Employer contribution / active EE | $490 | $2,369-79.3% | $3,023-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $3,417 | $4,120-17.1% | $5,054-32.4% | $4,299-20.5% |
| Admin fee / account holder | $10,194 | $8,053+26.6% | $9,455+7.8% | $6,940+46.9% |