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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 | $46,107 | $46,877-1.6% | $122,354-62.3% | $70,126-34.3% |
| Participation rate | 40.2% | 58.2%-18.0pp | 71.6%-31.4pp | 69.5%-29.3pp |
| Annual return | 13.42% | 24.22%-10.8pp | 30.28%-16.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $202 | $1,288-84.3% | $4,051-95.0% | $2,343-91.4% |
| Participant deferral / active EE | $1,815 | $2,167-16.3% | $3,287-44.8% | $3,332-45.5% |
| Admin fee / account holder | $10,476 | $3,324+215.2% | $5,479+91.2% | $4,645+125.5% |