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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 | $43,589 | $78,423-44.4% | $95,964-54.6% | $79,856-45.4% |
| Participation rate | 38.7% | 73.5%-34.8pp | 77.1%-38.4pp | 69.6%-30.9pp |
| Annual return | 13.93% | 19.37%-5.4pp | 91.64%-77.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $69 | $1,945-96.4% | $2,541-97.3% | $2,471-97.2% |
| Participant deferral / active EE | $1,577 | $3,440-54.1% | $4,167-62.1% | $3,741-57.8% |
| Admin fee / account holder | $775 | $5,622-86.2% | $6,797-88.6% | $5,306-85.4% |