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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 | $45,755 | $80,985-43.5% | $96,576-52.6% | $75,181-39.1% |
| Participation rate | 51.6% | 71.8%-20.2pp | 76.0%-24.4pp | 67.2%-15.6pp |
| Annual return | 14.41% | 27.05%-12.6pp | 25.87%-11.5pp | 160.69%-146.3pp |
| Employer contribution / active EE | $561 | $2,282-75.4% | $2,965-81.1% | $2,671-79.0% |
| Participant deferral / active EE | $4,499 | $3,929+14.5% | $4,851-7.2% | $4,126+9.1% |
| Admin fee / account holder | $9,050 | $6,719+34.7% | $8,253+9.7% | $5,650+60.2% |