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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 | $40,953 | $87,106-53.0% | $105,607-61.2% | $80,935-49.4% |
| Participation rate | 40.7% | 70.4%-29.7pp | 75.3%-34.5pp | 67.7%-26.9pp |
| Annual return | 12.44% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $237 | $2,396-90.1% | $3,167-92.5% | $2,757-91.4% |
| Participant deferral / active EE | $1,881 | $3,986-52.8% | $5,011-62.5% | $4,299-56.3% |
| Admin fee / account holder | $4,742 | $8,447-43.9% | $10,958-56.7% | $6,924-31.5% |