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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 | $45,753 | $81,331-43.7% | $155,534-70.6% | $80,935-43.5% |
| Participation rate | 25.0% | 66.3%-41.3pp | 78.2%-53.2pp | 67.7%-42.7pp |
| Annual return | 11.96% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $327 | $3,105-89.5% | $4,675-93.0% | $2,757-88.1% |
| Participant deferral / active EE | $1,106 | $3,454-68.0% | $5,630-80.3% | $4,299-74.3% |
| Admin fee / account holder | $6,231 | $7,999-22.1% | $15,900-60.8% | $6,924-10.0% |