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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 | $41,367 | $57,828-28.5% | $117,039-64.7% | $70,126-41.0% |
| Participation rate | 40.9% | 67.1%-26.2pp | 77.2%-36.3pp | 69.5%-28.6pp |
| Annual return | 15.72% | 17.55%-1.8pp | 18.95%-3.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $357 | $1,816-80.4% | $3,785-90.6% | $2,343-84.8% |
| Participant deferral / active EE | $1,264 | $2,438-48.2% | $3,929-67.8% | $3,332-62.1% |
| Admin fee / account holder | $1,179 | $3,548-66.8% | $5,974-80.3% | $4,645-74.6% |