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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 | $43,955 | $54,541-19.4% | $78,778-44.2% | $70,126-37.3% |
| Participation rate | 40.8% | 60.8%-20.0pp | 69.2%-28.4pp | 69.5%-28.7pp |
| Annual return | 17.89% | 21.07%-3.2pp | 35.62%-17.7pp | 73.15%-55.3pp |
| Employer contribution / active EE | $196 | $1,089-82.0% | $1,986-90.1% | $2,343-91.6% |
| Participant deferral / active EE | $1,484 | $2,210-32.9% | $2,958-49.8% | $3,332-55.5% |
| Admin fee / account holder | $548 | $3,709-85.2% | $5,134-89.3% | $4,645-88.2% |