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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 | $40,525 | $97,648-58.5% | $121,663-66.7% | $87,485-53.7% |
| Participation rate | 43.5% | 70.5%-26.9pp | 74.5%-30.9pp | 68.9%-25.4pp |
| Annual return | 19.36% | 18.03%+1.3pp | 147.54%-128.2pp | 26.06%-6.7pp |
| Employer contribution / active EE | $273 | $2,300-88.1% | $3,020-91.0% | $2,596-89.5% |
| Participant deferral / active EE | $2,319 | $3,923-40.9% | $4,887-52.6% | $4,274-45.7% |
| Admin fee / account holder | $4,679 | $11,100-57.8% | $14,289-67.3% | $7,775-39.8% |