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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 | $46,610 | $58,851-20.8% | $115,170-59.5% | $72,983-36.1% |
| Participation rate | 40.0% | 65.5%-25.5pp | 75.9%-35.9pp | 69.5%-29.5pp |
| Annual return | 16.33% | 23.16%-6.8pp | 35.60%-19.3pp | 81.01%-64.7pp |
| Employer contribution / active EE | $283 | $1,798-84.2% | $3,179-91.1% | $2,440-88.4% |
| Participant deferral / active EE | $1,237 | $2,643-53.2% | $4,169-70.3% | $3,608-65.7% |
| Admin fee / account holder | $773 | $6,370-87.9% | $7,089-89.1% | $5,124-84.9% |