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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 | $35,985 | $58,851-38.9% | $115,167-68.8% | $72,976-50.7% |
| Participation rate | 48.1% | 65.5%-17.5pp | 75.9%-27.8pp | 69.5%-21.4pp |
| Annual return | 22.81% | 23.16%-0.3pp | 35.60%-12.8pp | 81.02%-58.2pp |
| Employer contribution / active EE | $302 | $1,798-83.2% | $3,179-90.5% | $2,440-87.6% |
| Participant deferral / active EE | $1,125 | $2,643-57.4% | $4,169-73.0% | $3,608-68.8% |
| Admin fee / account holder | $3,749 | $6,370-41.1% | $7,089-47.1% | $5,124-26.8% |