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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 | $36,081 | $57,065-36.8% | $75,670-52.3% | $70,131-48.6% |
| Participation rate | 25.4% | 68.1%-42.7pp | 72.3%-47.0pp | 69.5%-44.1pp |
| Annual return | 21.45% | 23.57%-2.1pp | 27.34%-5.9pp | 73.14%-51.7pp |
| Employer contribution / active EE | $259 | $1,817-85.7% | $2,352-89.0% | $2,342-88.9% |
| Participant deferral / active EE | $1,259 | $2,580-51.2% | $3,142-59.9% | $3,332-62.2% |
| Admin fee / account holder | $11,407 | $3,825+198.2% | $5,800+96.7% | $4,645+145.5% |