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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 | $41,695 | $86,938-52.0% | $102,423-59.3% | $80,925-48.5% |
| Participation rate | 37.5% | 72.4%-34.9pp | 76.5%-39.0pp | 67.7%-30.2pp |
| Annual return | 11.48% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $236 | $2,369-90.0% | $3,023-92.2% | $2,756-91.4% |
| Participant deferral / active EE | $2,617 | $4,120-36.5% | $5,054-48.2% | $4,299-39.1% |
| Admin fee / account holder | $3,458 | $8,053-57.1% | $9,455-63.4% | $6,940-50.2% |