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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 | $44,007 | $101,795-56.8% | $165,100-73.3% | $80,959-45.6% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 16.81% | 16.73%+0.1pp | 70.21%-53.4pp | 35.67%-18.9pp |
| Employer contribution / active EE | $501 | $2,954-83.1% | $4,348-88.5% | $2,757-81.8% |
| Participant deferral / active EE | $4,052 | $4,476-9.5% | $6,035-32.9% | $4,300-5.8% |
| Admin fee / account holder | $1,636 | $8,221-80.1% | $12,696-87.1% | $6,925-76.4% |