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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 | $45,336 | $73,787-38.6% | $98,716-54.1% | $82,448-45.0% |
| Participation rate | 38.2% | 61.4%-23.3pp | 69.3%-31.1pp | 68.1%-29.9pp |
| Annual return | 19.58% | 18.57%+1.0pp | 31.81%-12.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $107 | $1,511-92.9% | $2,279-95.3% | $2,551-95.8% |
| Participant deferral / active EE | $2,247 | $3,081-27.1% | $4,048-44.5% | $4,139-45.7% |
| Admin fee / account holder | $15,065 | $6,500+131.8% | $8,703+73.1% | $7,234+108.2% |