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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 | $48,010 | $86,940-44.8% | $102,434-53.1% | $80,935-40.7% |
| Participation rate | 48.4% | 72.4%-24.0pp | 76.5%-28.1pp | 67.7%-19.3pp |
| Annual return | 28.15% | 18.89%+9.3pp | 29.46%-1.3pp | 35.66%-7.5pp |
| Employer contribution / active EE | $471 | $2,370-80.1% | $3,023-84.4% | $2,757-82.9% |
| Participant deferral / active EE | $2,742 | $4,121-33.5% | $5,055-45.8% | $4,299-36.2% |
| Admin fee / account holder | $6,942 | $8,047-13.7% | $9,462-26.6% | $6,924+0.3% |