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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 | $34,190 | $86,940-60.7% | $102,434-66.6% | $80,935-57.8% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 17.17% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $258 | $2,370-89.1% | $3,023-91.5% | $2,757-90.6% |
| Participant deferral / active EE | $2,664 | $4,121-35.4% | $5,055-47.3% | $4,299-38.0% |
| Admin fee / account holder | $998 | $8,047-87.6% | $9,462-89.5% | $6,924-85.6% |