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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 | $40,367 | $81,403-50.4% | $147,027-72.5% | $87,485-53.9% |
| Participation rate | 48.5% | 63.4%-14.9pp | 73.7%-25.3pp | 68.9%-20.4pp |
| Annual return | 11.22% | 16.51%-5.3pp | 20.23%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $311 | $2,205-85.9% | $3,626-91.4% | $2,596-88.0% |
| Participant deferral / active EE | $1,557 | $3,315-53.0% | $4,933-68.4% | $4,274-63.6% |
| Admin fee / account holder | $15,706 | $6,755+132.5% | $12,223+28.5% | $7,775+102.0% |