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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 | $62,043 | $74,535-16.8% | $100,712-38.4% | $82,637-24.9% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 15.89% | 18.92%-3.0pp | 33.27%-17.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $315 | $1,503-79.0% | $2,313-86.4% | $2,552-87.6% |
| Participant deferral / active EE | $2,141 | $3,074-30.4% | $4,085-47.6% | $4,126-48.1% |
| Admin fee / account holder | $866 | $6,576-86.8% | $9,256-90.6% | $7,339-88.2% |