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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 | $43,918 | $80,983-45.8% | $96,544-54.5% | $75,177-41.6% |
| Participation rate | 35.8% | 71.8%-36.0pp | 76.0%-40.2pp | 67.2%-31.4pp |
| Annual return | 17.40% | 27.05%-9.7pp | 25.88%-8.5pp | 160.75%-143.3pp |
| Employer contribution / active EE | $543 | $2,282-76.2% | $2,966-81.7% | $2,671-79.7% |
| Participant deferral / active EE | $1,939 | $3,929-50.6% | $4,851-60.0% | $4,126-53.0% |
| Admin fee / account holder | $1,146 | $6,717-82.9% | $8,254-86.1% | $5,651-79.7% |