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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 | $44,114 | $73,978-40.4% | $96,515-54.3% | $75,173-41.3% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 23.57% | 26.72%-3.2pp | 35.73%-12.2pp | 160.72%-137.1pp |
| Employer contribution / active EE | $356 | $2,931-87.8% | $3,740-90.5% | $2,671-86.7% |
| Participant deferral / active EE | $2,717 | $3,660-25.8% | $4,880-44.3% | $4,126-34.2% |
| Admin fee / account holder | $1,932 | $5,219-63.0% | $6,735-71.3% | $5,651-65.8% |