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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 | $44,144 | $67,602-34.7% | $82,312-46.4% | $70,126-37.1% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 13.01% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $315 | $1,755-82.1% | $2,428-87.0% | $2,343-86.6% |
| Participant deferral / active EE | $1,822 | $2,987-39.0% | $3,706-50.8% | $3,332-45.3% |
| Admin fee / account holder | $2,420 | $4,512-46.4% | $5,608-56.8% | $4,645-47.9% |