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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 | $39,357 | $62,672-37.2% | $185,117-78.7% | $70,126-43.9% |
| Participation rate | 58.1% | 63.8%-5.7pp | 77.3%-19.2pp | 69.5%-11.5pp |
| Annual return | 19.40% | 40.79%-21.4pp | 40.50%-21.1pp | 73.15%-53.7pp |
| Employer contribution / active EE | $239 | $1,753-86.4% | $4,182-94.3% | $2,343-89.8% |
| Participant deferral / active EE | $1,207 | $3,272-63.1% | $5,045-76.1% | $3,332-63.8% |
| Admin fee / account holder | $2,471 | $3,932-37.2% | $8,159-69.7% | $4,645-46.8% |