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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 | $42,002 | $46,877-10.4% | $122,342-65.7% | $70,131-40.1% |
| Participation rate | 41.3% | 58.2%-16.9pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 16.00% | 24.22%-8.2pp | 30.28%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $214 | $1,288-83.4% | $4,051-94.7% | $2,342-90.9% |
| Participant deferral / active EE | $1,099 | $2,167-49.3% | $3,287-66.6% | $3,332-67.0% |
| Admin fee / account holder | $10,707 | $3,324+222.1% | $5,478+95.4% | $4,645+130.5% |