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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 | $41,177 | $81,276-49.3% | $155,574-73.5% | $80,925-49.1% |
| Participation rate | 19.8% | 66.2%-46.5pp | 78.2%-58.5pp | 67.7%-47.9pp |
| Annual return | 13.08% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $355 | $3,103-88.5% | $4,676-92.4% | $2,756-87.1% |
| Participant deferral / active EE | $1,076 | $3,453-68.8% | $5,629-80.9% | $4,299-75.0% |
| Admin fee / account holder | $2,648 | $7,993-66.9% | $15,914-83.4% | $6,940-61.8% |