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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 | $40,100 | $80,983-50.5% | $96,544-58.5% | $75,177-46.7% |
| Participation rate | 56.0% | 71.8%-15.8pp | 76.0%-20.0pp | 67.2%-11.2pp |
| Annual return | 13.46% | 27.05%-13.6pp | 25.88%-12.4pp | 160.75%-147.3pp |
| Employer contribution / active EE | $451 | $2,282-80.3% | $2,966-84.8% | $2,671-83.1% |
| Participant deferral / active EE | $2,362 | $3,929-39.9% | $4,851-51.3% | $4,126-42.8% |
| Admin fee / account holder | $605 | $6,717-91.0% | $8,254-92.7% | $5,651-89.3% |