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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 | $47,662 | $95,453-50.1% | $112,040-57.5% | $82,448-42.2% |
| Participation rate | 64.2% | 72.8%-8.6pp | 76.5%-12.3pp | 68.1%-3.9pp |
| Annual return | 19.21% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $33 | $2,318-98.6% | $2,954-98.9% | $2,551-98.7% |
| Participant deferral / active EE | $2,864 | $4,224-32.2% | $5,098-43.8% | $4,139-30.8% |
| Admin fee / account holder | $4,243 | $9,013-52.9% | $12,098-64.9% | $7,234-41.4% |