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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 | $40,471 | $73,787-45.2% | $98,716-59.0% | $82,448-50.9% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.3%-28.7pp | 68.1%-27.4pp |
| Annual return | 14.87% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $101 | $1,511-93.3% | $2,279-95.6% | $2,551-96.0% |
| Participant deferral / active EE | $2,132 | $3,081-30.8% | $4,048-47.3% | $4,139-48.5% |
| Admin fee / account holder | $2,202 | $6,500-66.1% | $8,703-74.7% | $7,234-69.6% |