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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 | $40,209 | $108,825-63.1% | $156,181-74.3% | $82,448-51.2% |
| Participation rate | 26.9% | 72.4%-45.4pp | 78.8%-51.9pp | 68.1%-41.1pp |
| Annual return | 15.90% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $774 | $2,870-73.0% | $4,294-82.0% | $2,551-69.7% |
| Participant deferral / active EE | $2,691 | $4,577-41.2% | $6,132-56.1% | $4,139-35.0% |
| Admin fee / account holder | $4,942 | $9,341-47.1% | $14,586-66.1% | $7,234-31.7% |