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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 | $57,246 | $72,272-20.8% | $101,264-43.5% | $79,858-28.3% |
| Participation rate | 40.7% | 68.5%-27.7pp | 75.8%-35.1pp | 69.6%-28.9pp |
| Annual return | 21.13% | 22.30%-1.2pp | 46.48%-25.3pp | 31.72%-10.6pp |
| Employer contribution / active EE | $395 | $2,692-85.3% | $3,660-89.2% | $2,471-84.0% |
| Participant deferral / active EE | $2,564 | $3,282-21.9% | $4,370-41.3% | $3,740-31.5% |
| Admin fee / account holder | $427 | $4,401-90.3% | $5,947-92.8% | $5,306-91.9% |