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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 | $46,244 | $110,240-58.1% | $96,544-52.1% | $139,487-66.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 76.0%-51.0pp | 80.3%-55.3pp |
| Annual return | 11.39% | 26.41%-15.0pp | 25.88%-14.5pp | 373.84%-362.5pp |
| Employer contribution / active EE | $434 | $3,622-88.0% | $2,966-85.4% | $4,755-90.9% |
| Participant deferral / active EE | $2,022 | $5,549-63.6% | $4,851-58.3% | $6,713-69.9% |
| Admin fee / account holder | $14,071 | $11,602+21.3% | $8,254+70.5% | $11,407+23.4% |