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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 | $43,726 | $55,930-21.8% | $76,089-42.5% | $80,925-46.0% |
| Participation rate | 29.0% | 62.1%-33.0pp | 69.1%-40.1pp | 67.7%-38.6pp |
| Annual return | 15.45% | 20.58%-5.1pp | 360.94%-345.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $275 | $1,866-85.3% | $2,690-89.8% | $2,756-90.0% |
| Participant deferral / active EE | $1,284 | $3,051-57.9% | $4,259-69.9% | $4,299-70.1% |
| Admin fee / account holder | $934 | $5,241-82.2% | $6,418-85.5% | $6,940-86.5% |