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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 | $52,984 | $51,169+3.5% | $108,753-51.3% | $65,191-18.7% |
| Participation rate | 32.3% | 47.1%-14.9pp | 71.1%-38.8pp | 63.0%-30.7pp |
| Annual return | 17.40% | 15.72%+1.7pp | 37.47%-20.1pp | 51.24%-33.8pp |
| Employer contribution / active EE | $150 | $1,535-90.3% | $2,427-93.8% | $2,400-93.8% |
| Participant deferral / active EE | $1,903 | $1,765+7.8% | $4,115-53.7% | $2,671-28.8% |
| Admin fee / account holder | $3,510 | $1,722+103.8% | $10,320-66.0% | $907+287.0% |