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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 | $40,476 | $81,331-50.2% | $155,534-74.0% | $80,935-50.0% |
| Participation rate | 14.6% | 66.3%-51.6pp | 78.2%-63.6pp | 67.7%-53.0pp |
| Annual return | 14.74% | 33.37%-18.6pp | 64.92%-50.2pp | 35.66%-20.9pp |
| Employer contribution / active EE | $105 | $3,105-96.6% | $4,675-97.8% | $2,757-96.2% |
| Participant deferral / active EE | $1,685 | $3,454-51.2% | $5,630-70.1% | $4,299-60.8% |
| Admin fee / account holder | $2,302 | $7,999-71.2% | $15,900-85.5% | $6,924-66.8% |