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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 | $36,443 | $95,404-61.8% | $113,397-67.9% | $82,637-55.9% |
| Participation rate | 45.5% | 72.8%-27.4pp | 76.5%-31.0pp | 68.1%-22.6pp |
| Annual return | 25.10% | 19.08%+6.0pp | 23.20%+1.9pp | 53.51%-28.4pp |
| Employer contribution / active EE | $566 | $2,307-75.5% | $2,977-81.0% | $2,552-77.8% |
| Participant deferral / active EE | $2,268 | $4,220-46.2% | $5,076-55.3% | $4,126-45.0% |
| Admin fee / account holder | $4,325 | $9,168-52.8% | $11,957-63.8% | $7,339-41.1% |