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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 | $30,684 | $56,894-46.1% | $84,753-63.8% | $62,881-51.2% |
| Participation rate | 39.1% | 68.5%-29.5pp | 76.6%-37.5pp | 69.3%-30.2pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $205 | $2,400-91.5% | $3,574-94.3% | $2,281-91.0% |
| Participant deferral / active EE | $2,048 | $2,709-24.4% | $3,712-44.8% | $3,203-36.1% |
| Admin fee / account holder | $2,426 | $3,581-32.2% | $5,333-54.5% | $4,296-43.5% |