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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 | $41,453 | $86,940-52.3% | $102,434-59.5% | $80,935-48.8% |
| Participation rate | 53.4% | 72.4%-18.9pp | 76.5%-23.1pp | 67.7%-14.2pp |
| Annual return | 10.41% | 18.89%-8.5pp | 29.46%-19.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $426 | $2,370-82.0% | $3,023-85.9% | $2,757-84.5% |
| Participant deferral / active EE | $1,928 | $4,121-53.2% | $5,055-61.9% | $4,299-55.2% |
| Admin fee / account holder | $4,147 | $8,047-48.5% | $9,462-56.2% | $6,924-40.1% |