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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 | $44,082 | $72,492-39.2% | $87,104-49.4% | $72,975-39.6% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.9%-31.4pp | 69.5%-24.0pp |
| Annual return | 16.35% | 24.46%-8.1pp | 28.19%-11.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $420 | $1,894-77.8% | $2,521-83.4% | $2,440-82.8% |
| Participant deferral / active EE | $1,819 | $3,270-44.4% | $4,048-55.1% | $3,608-49.6% |
| Admin fee / account holder | $10,274 | $5,055+103.3% | $7,491+37.2% | $5,124+100.5% |