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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 | $43,556 | $58,493-25.5% | $84,023-48.2% | $72,976-40.3% |
| Participation rate | 30.9% | 61.2%-30.3pp | 69.0%-38.1pp | 69.5%-38.6pp |
| Annual return | 18.19% | 28.93%-10.7pp | 71.32%-53.1pp | 81.02%-62.8pp |
| Employer contribution / active EE | $171 | $1,163-85.3% | $1,984-91.4% | $2,440-93.0% |
| Participant deferral / active EE | $1,140 | $2,394-52.4% | $3,239-64.8% | $3,608-68.4% |
| Admin fee / account holder | $643 | $4,569-85.9% | $6,102-89.5% | $5,124-87.4% |