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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 | $34,438 | $86,940-60.4% | $102,434-66.4% | $80,935-57.4% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.7%-2.4pp |
| Annual return | 14.91% | 18.89%-4.0pp | 29.46%-14.6pp | 35.66%-20.8pp |
| Employer contribution / active EE | $188 | $2,370-92.1% | $3,023-93.8% | $2,757-93.2% |
| Participant deferral / active EE | $2,792 | $4,121-32.3% | $5,055-44.8% | $4,299-35.1% |
| Admin fee / account holder | $3,359 | $8,047-58.3% | $9,462-64.5% | $6,924-51.5% |