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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 | $48,037 | $45,041+6.7% | $63,003-23.8% | $70,131-31.5% |
| Participation rate | 41.9% | 69.5%-27.7pp | 74.8%-33.0pp | 69.5%-27.7pp |
| Annual return | 20.87% | 18.76%+2.1pp | 87.59%-66.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $91 | $2,052-95.6% | $2,760-96.7% | $2,342-96.1% |
| Participant deferral / active EE | $2,395 | $2,465-2.9% | $3,329-28.1% | $3,332-28.1% |
| Admin fee / account holder | $20,161 | $2,836+611.0% | $3,600+460.0% | $4,645+334.0% |