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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 | $41,355 | $51,166-19.2% | $70,544-41.4% | $71,511-42.2% |
| Participation rate | 35.7% | 59.4%-23.6pp | 68.4%-32.6pp | 67.9%-32.2pp |
| Annual return | 19.48% | 42.71%-23.2pp | 32.79%-13.3pp | 28.86%-9.4pp |
| Employer contribution / active EE | $100 | $1,793-94.4% | $2,976-96.6% | $2,589-96.1% |
| Participant deferral / active EE | $1,432 | $3,031-52.8% | $4,568-68.7% | $4,291-66.6% |
| Admin fee / account holder | $2,540 | $2,000+27.0% | $6,427-60.5% | $1,588+59.9% |