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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 | $44,945 | $65,361-31.2% | $92,903-51.6% | $72,983-38.4% |
| Participation rate | 46.3% | 68.3%-22.1pp | 76.0%-29.8pp | 69.5%-23.2pp |
| Annual return | 23.17% | 42.11%-18.9pp | 109.43%-86.3pp | 81.01%-57.8pp |
| Employer contribution / active EE | $317 | $2,594-87.8% | $3,653-91.3% | $2,440-87.0% |
| Participant deferral / active EE | $2,048 | $3,128-34.5% | $4,238-51.7% | $3,608-43.2% |
| Admin fee / account holder | $13,457 | $4,251+216.6% | $5,795+132.2% | $5,124+162.6% |