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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 | $29,425 | $65,367-55.0% | $92,915-68.3% | $72,976-59.7% |
| Participation rate | 53.1% | 68.3%-15.2pp | 76.0%-22.9pp | 69.5%-16.4pp |
| Annual return | 28.42% | 42.11%-13.7pp | 109.45%-81.0pp | 81.02%-52.6pp |
| Employer contribution / active EE | $422 | $2,594-83.7% | $3,653-88.5% | $2,440-82.7% |
| Participant deferral / active EE | $1,339 | $3,128-57.2% | $4,238-68.4% | $3,608-62.9% |
| Admin fee / account holder | $1,122 | $4,251-73.6% | $5,796-80.6% | $5,124-78.1% |