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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 | $44,832 | $80,985-44.6% | $96,576-53.6% | $75,181-40.4% |
| Participation rate | 41.9% | 71.8%-29.8pp | 76.0%-34.0pp | 67.2%-25.3pp |
| Annual return | 14.88% | 27.05%-12.2pp | 25.87%-11.0pp | 160.69%-145.8pp |
| Employer contribution / active EE | $213 | $2,282-90.7% | $2,965-92.8% | $2,671-92.0% |
| Participant deferral / active EE | $1,938 | $3,929-50.7% | $4,851-60.1% | $4,126-53.0% |
| Admin fee / account holder | $2,515 | $6,719-62.6% | $8,253-69.5% | $5,650-55.5% |