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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 | $44,583 | $73,978-39.7% | $96,515-53.8% | $75,173-40.7% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 13.20% | 26.72%-13.5pp | 35.73%-22.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $392 | $2,931-86.6% | $3,740-89.5% | $2,671-85.3% |
| Participant deferral / active EE | $1,884 | $3,660-48.5% | $4,880-61.4% | $4,126-54.3% |
| Admin fee / account holder | $16,487 | $5,219+215.9% | $6,735+144.8% | $5,651+191.8% |