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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 | $49,953 | $138,386-63.9% | $184,260-72.9% | $80,935-38.3% |
| Participation rate | 22.2% | 83.9%-61.7pp | 86.8%-64.6pp | 67.7%-45.4pp |
| Annual return | 16.27% | 20.02%-3.7pp | 28.84%-12.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $344 | $4,851-92.9% | $6,427-94.6% | $2,757-87.5% |
| Participant deferral / active EE | $4,549 | $7,076-35.7% | $9,133-50.2% | $4,299+5.8% |
| Admin fee / account holder | $331 | $10,489-96.8% | $13,898-97.6% | $6,924-95.2% |