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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 | $29,545 | $57,828-48.9% | $117,039-74.8% | $70,126-57.9% |
| Participation rate | 55.9% | 67.1%-11.2pp | 77.2%-21.3pp | 69.5%-13.6pp |
| Annual return | 15.73% | 17.55%-1.8pp | 18.95%-3.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $336 | $1,816-81.5% | $3,785-91.1% | $2,343-85.6% |
| Participant deferral / active EE | $1,186 | $2,438-51.3% | $3,929-69.8% | $3,332-64.4% |
| Admin fee / account holder | $2,110 | $3,548-40.5% | $5,974-64.7% | $4,645-54.6% |