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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 | $43,638 | $72,273-39.6% | $101,275-56.9% | $79,856-45.4% |
| Participation rate | 34.0% | 68.5%-34.4pp | 75.8%-41.8pp | 69.6%-35.6pp |
| Annual return | 30.48% | 22.30%+8.2pp | 46.48%-16.0pp | 31.71%-1.2pp |
| Employer contribution / active EE | $379 | $2,691-85.9% | $3,660-89.6% | $2,471-84.6% |
| Participant deferral / active EE | $1,508 | $3,282-54.0% | $4,371-65.5% | $3,741-59.7% |
| Admin fee / account holder | $3,374 | $4,401-23.3% | $5,948-43.3% | $5,306-36.4% |