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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 | $38,759 | $94,031-58.8% | $115,768-66.5% | $82,448-53.0% |
| Participation rate | 41.7% | 70.4%-28.8pp | 74.4%-32.7pp | 68.1%-26.4pp |
| Annual return | 15.79% | 20.61%-4.8pp | 100.46%-84.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $593 | $2,323-74.5% | $2,940-79.8% | $2,551-76.7% |
| Participant deferral / active EE | $2,632 | $3,972-33.7% | $4,917-46.5% | $4,139-36.4% |
| Admin fee / account holder | $2,191 | $10,249-78.6% | $12,439-82.4% | $7,234-69.7% |