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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 | $77,962-42.2% | $178,540-74.8% | $80,935-44.4% |
| Participation rate | 50.7% | 65.7%-14.9pp | 77.1%-26.4pp | 67.7%-16.9pp |
| Annual return | 12.33% | 18.10%-5.8pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $440 | $2,280-80.7% | $3,953-88.9% | $2,757-84.0% |
| Participant deferral / active EE | $3,040 | $4,404-31.0% | $6,281-51.6% | $4,299-29.3% |
| Admin fee / account holder | $15,235 | $7,156+112.9% | $10,424+46.2% | $6,924+120.0% |