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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 | $21,481 | $73,787-70.9% | $98,716-78.2% | $82,448-73.9% |
| Participation rate | 43.4% | 61.4%-18.0pp | 69.3%-25.9pp | 68.1%-24.7pp |
| Annual return | 15.64% | 18.57%-2.9pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $241 | $1,511-84.1% | $2,279-89.4% | $2,551-90.6% |
| Participant deferral / active EE | $1,627 | $3,081-47.2% | $4,048-59.8% | $4,139-60.7% |
| Admin fee / account holder | $3,096 | $6,500-52.4% | $8,703-64.4% | $7,234-57.2% |