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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 | $41,235 | $55,902-26.2% | $76,030-45.8% | $80,959-49.1% |
| Participation rate | 53.6% | 62.1%-8.4pp | 69.1%-15.4pp | 67.7%-14.0pp |
| Annual return | 11.92% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $140 | $1,867-92.5% | $2,688-94.8% | $2,757-94.9% |
| Participant deferral / active EE | $2,316 | $3,051-24.1% | $4,257-45.6% | $4,300-46.1% |
| Admin fee / account holder | $7,619 | $5,239+45.4% | $6,421+18.7% | $6,925+10.0% |