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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 | $40,781 | $106,864-61.8% | $147,318-72.3% | $82,637-50.7% |
| Participation rate | 64.2% | 75.5%-11.3pp | 82.1%-17.9pp | 68.1%-3.9pp |
| Annual return | 14.73% | 27.49%-12.8pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $163 | $3,417-95.2% | $4,593-96.5% | $2,552-93.6% |
| Participant deferral / active EE | $2,464 | $6,496-62.1% | $7,906-68.8% | $4,126-40.3% |
| Admin fee / account holder | $1,322 | $8,415-84.3% | $13,708-90.4% | $7,339-82.0% |