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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 | $40,590 | $62,672-35.2% | $185,117-78.1% | $70,126-42.1% |
| Participation rate | 53.7% | 63.8%-10.0pp | 77.3%-23.5pp | 69.5%-15.8pp |
| Annual return | 13.64% | 40.79%-27.2pp | 40.50%-26.9pp | 73.15%-59.5pp |
| Employer contribution / active EE | $250 | $1,753-85.7% | $4,182-94.0% | $2,343-89.3% |
| Participant deferral / active EE | $2,032 | $3,272-37.9% | $5,045-59.7% | $3,332-39.0% |
| Admin fee / account holder | $9,083 | $3,932+131.0% | $8,159+11.3% | $4,645+95.5% |