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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 | $49,310 | $75,541-34.7% | $152,093-67.6% | $82,637-40.3% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 19.43% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $288 | $2,622-89.0% | $4,175-93.1% | $2,552-88.7% |
| Participant deferral / active EE | $2,881 | $3,206-10.1% | $5,451-47.1% | $4,126-30.2% |
| Admin fee / account holder | $415 | $6,405-93.5% | $14,497-97.1% | $7,339-94.3% |