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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 | $43,224 | $95,404-54.7% | $113,397-61.9% | $82,637-47.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 76.5%-28.0pp | 68.1%-19.6pp |
| Annual return | 19.52% | 19.08%+0.4pp | 23.20%-3.7pp | 53.51%-34.0pp |
| Employer contribution / active EE | $663 | $2,307-71.3% | $2,977-77.7% | $2,552-74.0% |
| Participant deferral / active EE | $2,938 | $4,220-30.4% | $5,076-42.1% | $4,126-28.8% |
| Admin fee / account holder | $510 | $9,168-94.4% | $11,957-95.7% | $7,339-93.1% |