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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 | $47,682 | $45,343+5.2% | $150,298-68.3% | $67,986-29.9% |
| Participation rate | 26.0% | 51.9%-25.9pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 12.29% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $169 | $1,462-88.4% | $4,154-95.9% | $2,019-91.6% |
| Participant deferral / active EE | $1,389 | $2,055-32.4% | $5,453-74.5% | $3,358-58.6% |
| Admin fee / account holder | $999 | $2,250-55.6% | $14,116-92.9% | $3,203-68.8% |