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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 | $40,607 | $67,602-39.9% | $82,312-50.7% | $70,126-42.1% |
| Participation rate | 41.5% | 72.8%-31.3pp | 76.9%-35.4pp | 69.5%-28.1pp |
| Annual return | 13.30% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $325 | $1,755-81.5% | $2,428-86.6% | $2,343-86.1% |
| Participant deferral / active EE | $1,932 | $2,987-35.3% | $3,706-47.9% | $3,332-42.0% |
| Admin fee / account holder | $2,703 | $4,512-40.1% | $5,608-51.8% | $4,645-41.8% |