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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 | $43,342 | $75,963-42.9% | $97,995-55.8% | $70,126-38.2% |
| Participation rate | 41.7% | 77.0%-35.3pp | 82.4%-40.7pp | 69.5%-27.9pp |
| Annual return | 19.77% | 19.26%+0.5pp | 23.94%-4.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $793 | $3,278-75.8% | $4,158-80.9% | $2,343-66.1% |
| Participant deferral / active EE | $3,255 | $4,053-19.7% | $5,097-36.1% | $3,332-2.3% |
| Admin fee / account holder | $9,103 | $5,407+68.4% | $5,943+53.2% | $4,645+96.0% |