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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 | $42,083 | $72,273-41.8% | $101,275-58.4% | $79,856-47.3% |
| Participation rate | 47.4% | 68.5%-21.1pp | 75.8%-28.4pp | 69.6%-22.3pp |
| Annual return | 19.10% | 22.30%-3.2pp | 46.48%-27.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $289 | $2,691-89.3% | $3,660-92.1% | $2,471-88.3% |
| Participant deferral / active EE | $1,799 | $3,282-45.2% | $4,371-58.9% | $3,741-51.9% |
| Admin fee / account holder | $3,890 | $4,401-11.6% | $5,948-34.6% | $5,306-26.7% |