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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 | $44,443 | $95,453-53.4% | $112,040-60.3% | $82,448-46.1% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.5%-26.5pp | 68.1%-18.1pp |
| Annual return | 18.27% | 23.92%-5.6pp | 24.52%-6.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $301 | $2,318-87.0% | $2,954-89.8% | $2,551-88.2% |
| Participant deferral / active EE | $3,079 | $4,224-27.1% | $5,098-39.6% | $4,139-25.6% |
| Admin fee / account holder | $395 | $9,013-95.6% | $12,098-96.7% | $7,234-94.5% |