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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 | $38,441 | $51,207-24.9% | $70,565-45.5% | $75,177-48.9% |
| Participation rate | 42.6% | 61.0%-18.4pp | 68.4%-25.8pp | 67.2%-24.7pp |
| Annual return | 15.13% | 30.05%-14.9pp | 32.79%-17.7pp | 160.75%-145.6pp |
| Employer contribution / active EE | $244 | $1,826-86.6% | $2,976-91.8% | $2,671-90.9% |
| Participant deferral / active EE | $1,295 | $2,850-54.6% | $4,568-71.7% | $4,126-68.6% |
| Admin fee / account holder | $2,005 | $4,097-51.1% | $6,430-68.8% | $5,651-64.5% |