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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 | $43,435 | $47,848-9.2% | $81,473-46.7% | $70,126-38.1% |
| Participation rate | 52.9% | 58.3%-5.3pp | 68.0%-15.0pp | 69.5%-16.6pp |
| Annual return | 17.94% | 27.25%-9.3pp | 38.78%-20.8pp | 73.15%-55.2pp |
| Employer contribution / active EE | $190 | $1,527-87.6% | $2,568-92.6% | $2,343-91.9% |
| Participant deferral / active EE | $1,165 | $2,453-52.5% | $3,537-67.1% | $3,332-65.0% |
| Admin fee / account holder | $1,850 | $3,145-41.2% | $4,561-59.4% | $4,645-60.2% |