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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 | $101,950-60.2% | $125,529-67.7% | $86,983-53.4% |
| Participation rate | 43.5% | 70.2%-26.6pp | 74.7%-31.2pp | 69.5%-26.0pp |
| Annual return | 19.36% | 18.29%+1.1pp | 202.56%-183.2pp | 25.83%-6.5pp |
| Employer contribution / active EE | $273 | $2,358-88.4% | $3,058-91.1% | $2,584-89.4% |
| Participant deferral / active EE | $2,319 | $3,862-40.0% | $4,813-51.8% | $4,194-44.7% |
| Admin fee / account holder | $4,679 | $12,791-63.4% | $16,298-71.3% | $7,856-40.4% |