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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 | $45,438 | $80,674-43.7% | $119,126-61.9% | $64,340-29.4% |
| Participation rate | 54.7% | 55.2%-0.5pp | 75.8%-21.0pp | 55.2%-0.5pp |
| Annual return | 15.42% | 26.86%-11.4pp | 282.11%-266.7pp | 24.14%-8.7pp |
| Employer contribution / active EE | $350 | $2,564-86.3% | $4,034-91.3% | $1,862-81.2% |
| Participant deferral / active EE | $1,735 | $3,053-43.2% | $5,318-67.4% | $2,980-41.8% |
| Admin fee / account holder | $2,315 | $4,559-49.2% | $10,693-78.3% | $3,703-37.5% |