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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 | $53,623 | $76,112-29.5% | $96,544-44.5% | $71,529-25.0% |
| Participation rate | 43.4% | 74.4%-31.0pp | 76.0%-32.6pp | 67.9%-24.6pp |
| Annual return | 19.31% | 22.80%-3.5pp | 25.88%-6.6pp | 28.97%-9.7pp |
| Employer contribution / active EE | $559 | $2,248-75.1% | $2,966-81.1% | $2,590-78.4% |
| Participant deferral / active EE | $3,035 | $4,217-28.0% | $4,851-37.4% | $4,291-29.3% |
| Admin fee / account holder | $3,400 | $2,708+25.5% | $8,254-58.8% | $1,588+114.1% |