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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 | $43,090 | $61,605-30.1% | $112,273-61.6% | $75,181-42.7% |
| Participation rate | 45.5% | 61.7%-16.2pp | 72.4%-27.0pp | 67.2%-21.7pp |
| Annual return | 14.15% | 28.47%-14.3pp | 30.23%-16.1pp | 160.69%-146.5pp |
| Employer contribution / active EE | $466 | $2,015-76.9% | $3,431-86.4% | $2,671-82.6% |
| Participant deferral / active EE | $1,267 | $3,108-59.2% | $4,800-73.6% | $4,126-69.3% |
| Admin fee / account holder | $8,364 | $4,862+72.0% | $7,752+7.9% | $5,650+48.0% |