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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 | $45,038 | $78,015-42.3% | $178,505-74.8% | $80,959-44.4% |
| Participation rate | 50.7% | 65.7%-14.9pp | 77.1%-26.4pp | 67.7%-16.9pp |
| Annual return | 12.33% | 18.10%-5.8pp | 27.16%-14.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $440 | $2,281-80.7% | $3,955-88.9% | $2,757-84.0% |
| Participant deferral / active EE | $3,040 | $4,406-31.0% | $6,280-51.6% | $4,300-29.3% |
| Admin fee / account holder | $15,235 | $7,160+112.8% | $10,428+46.1% | $6,925+120.0% |