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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 | $41,547 | $46,534-10.7% | $64,097-35.2% | $75,177-44.7% |
| Participation rate | 31.3% | 65.9%-34.7pp | 72.3%-41.1pp | 67.2%-36.0pp |
| Annual return | 15.77% | 26.07%-10.3pp | 33.75%-18.0pp | 160.75%-145.0pp |
| Employer contribution / active EE | $292 | $1,976-85.2% | $2,750-89.4% | $2,671-89.1% |
| Participant deferral / active EE | $2,103 | $2,835-25.8% | $3,881-45.8% | $4,126-49.0% |
| Admin fee / account holder | $2,260 | $2,957-23.6% | $3,070-26.4% | $5,651-60.0% |