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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 | $40,978 | $58,851-30.4% | $115,167-64.4% | $72,976-43.8% |
| Participation rate | 48.3% | 65.5%-17.3pp | 75.9%-27.6pp | 69.5%-21.2pp |
| Annual return | 19.33% | 23.16%-3.8pp | 35.60%-16.3pp | 81.02%-61.7pp |
| Employer contribution / active EE | $233 | $1,798-87.0% | $3,179-92.7% | $2,440-90.4% |
| Participant deferral / active EE | $1,628 | $2,643-38.4% | $4,169-60.9% | $3,608-54.9% |
| Admin fee / account holder | $1,994 | $6,370-68.7% | $7,089-71.9% | $5,124-61.1% |