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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 | $41,395 | $71,523-42.1% | $98,461-58.0% | $71,511-42.1% |
| Participation rate | 37.7% | 72.7%-35.0pp | 75.2%-37.5pp | 67.9%-30.2pp |
| Annual return | 15.11% | 32.43%-17.3pp | 21.17%-6.1pp | 28.86%-13.7pp |
| Employer contribution / active EE | $503 | $2,399-79.1% | $3,049-83.5% | $2,589-80.6% |
| Participant deferral / active EE | $1,919 | $4,109-53.3% | $4,738-59.5% | $4,291-55.3% |
| Admin fee / account holder | $3,787 | $1,676+126.0% | $8,961-57.7% | $1,588+138.4% |