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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 | $42,671 | $73,787-42.2% | $98,716-56.8% | $82,448-48.2% |
| Participation rate | 46.1% | 61.4%-15.4pp | 69.3%-23.2pp | 68.1%-22.0pp |
| Annual return | 13.40% | 18.57%-5.2pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $203 | $1,511-86.6% | $2,279-91.1% | $2,551-92.1% |
| Participant deferral / active EE | $2,468 | $3,081-19.9% | $4,048-39.0% | $4,139-40.4% |
| Admin fee / account holder | $7,075 | $6,500+8.9% | $8,703-18.7% | $7,234-2.2% |