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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 | $41,103 | $79,955-48.6% | $98,461-58.3% | $75,173-45.3% |
| Participation rate | 44.7% | 70.4%-25.7pp | 75.2%-30.5pp | 67.2%-22.5pp |
| Annual return | 12.89% | 19.75%-6.9pp | 21.17%-8.3pp | 160.72%-147.8pp |
| Employer contribution / active EE | $193 | $2,264-91.5% | $3,049-93.7% | $2,671-92.8% |
| Participant deferral / active EE | $2,148 | $3,752-42.8% | $4,738-54.7% | $4,126-47.9% |
| Admin fee / account holder | $1,944 | $6,841-71.6% | $8,961-78.3% | $5,651-65.6% |