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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 | $40,781 | $86,330-52.8% | $121,871-66.5% | $94,015-56.6% |
| Participation rate | 43.1% | 66.7%-23.5pp | 73.2%-30.1pp | 70.8%-27.7pp |
| Annual return | 10.80% | 14.95%-4.1pp | 13.57%-2.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $255 | $2,292-88.9% | $2,731-90.7% | $2,790-90.8% |
| Participant deferral / active EE | $1,556 | $3,146-50.5% | $4,318-64.0% | $4,249-63.4% |
| Admin fee / account holder | $440 | $7,346-94.0% | $11,551-96.2% | $8,951-95.1% |