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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 | $61,348 | $99,345-38.2% | $84,753-27.6% | $273,972-77.6% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 4.72% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.7pp |
| Employer contribution / active EE | $393 | $4,214-90.7% | $3,574-89.0% | $4,869-91.9% |
| Participant deferral / active EE | $1,033 | $4,270-75.8% | $3,712-72.2% | $5,287-80.5% |
| Admin fee / account holder | $444 | $6,645-93.3% | $5,333-91.7% | $10,133-95.6% |