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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 | $43,444 | $81,331-46.6% | $155,534-72.1% | $80,935-46.3% |
| Participation rate | 11.4% | 66.3%-54.8pp | 78.2%-66.8pp | 67.7%-56.2pp |
| Annual return | 13.37% | 33.37%-20.0pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $312 | $3,105-90.0% | $4,675-93.3% | $2,757-88.7% |
| Participant deferral / active EE | $1,298 | $3,454-62.4% | $5,630-76.9% | $4,299-69.8% |
| Admin fee / account holder | $6,068 | $7,999-24.1% | $15,900-61.8% | $6,924-12.4% |