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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 | $42,259 | $65,361-35.3% | $92,903-54.5% | $72,983-42.1% |
| Participation rate | 31.8% | 68.3%-36.5pp | 76.0%-44.2pp | 69.5%-37.7pp |
| Annual return | 19.16% | 42.11%-22.9pp | 109.43%-90.3pp | 81.01%-61.8pp |
| Employer contribution / active EE | $495 | $2,594-80.9% | $3,653-86.5% | $2,440-79.7% |
| Participant deferral / active EE | $1,688 | $3,128-46.1% | $4,238-60.2% | $3,608-53.2% |
| Admin fee / account holder | $1,134 | $4,251-73.3% | $5,795-80.4% | $5,124-77.9% |