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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 | $45,027 | $72,272-37.7% | $101,264-55.5% | $79,858-43.6% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 19.54% | 22.30%-2.8pp | 46.48%-26.9pp | 31.72%-12.2pp |
| Employer contribution / active EE | $565 | $2,692-79.0% | $3,660-84.6% | $2,471-77.1% |
| Participant deferral / active EE | $3,112 | $3,282-5.2% | $4,370-28.8% | $3,740-16.8% |
| Admin fee / account holder | $743 | $4,401-83.1% | $5,947-87.5% | $5,306-86.0% |