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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 | $44,360 | $48,364-8.3% | $71,796-38.2% | $62,881-29.5% |
| Participation rate | 43.8% | 60.6%-16.9pp | 69.1%-25.4pp | 69.3%-25.6pp |
| Annual return | 9.02% | 13.16%-4.1pp | 78.04%-69.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $100 | $1,042-90.4% | $1,924-94.8% | $2,281-95.6% |
| Participant deferral / active EE | $1,141 | $2,091-45.5% | $2,794-59.2% | $3,203-64.4% |
| Admin fee / account holder | $577 | $3,771-84.7% | $4,815-88.0% | $4,296-86.6% |