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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 | $42,741 | $61,356-30.3% | $149,696-71.4% | $71,511-40.2% |
| Participation rate | 29.1% | 62.5%-33.5pp | 78.8%-49.7pp | 67.9%-38.9pp |
| Annual return | 19.67% | 35.86%-16.2pp | 134.46%-114.8pp | 28.86%-9.2pp |
| Employer contribution / active EE | $349 | $2,382-85.3% | $4,821-92.8% | $2,589-86.5% |
| Participant deferral / active EE | $1,661 | $2,920-43.1% | $5,682-70.8% | $4,291-61.3% |
| Admin fee / account holder | $2,425 | $1,263+92.0% | $13,212-81.6% | $1,588+52.7% |