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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 | $44,250 | $56,121-21.2% | $92,985-52.4% | $64,340-31.2% |
| Participation rate | 28.5% | 44.9%-16.4pp | 69.5%-41.0pp | 55.2%-26.8pp |
| Annual return | 13.51% | 19.19%-5.7pp | 27.99%-14.5pp | 24.14%-10.6pp |
| Employer contribution / active EE | $265 | $1,351-80.4% | $2,662-90.0% | $1,862-85.7% |
| Participant deferral / active EE | $1,467 | $2,362-37.9% | $4,377-66.5% | $2,980-50.8% |
| Admin fee / account holder | $2,975 | $6,869-56.7% | $9,463-68.6% | $3,703-19.7% |