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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 | $46,269 | $65,361-29.2% | $92,903-50.2% | $72,983-36.6% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 20.62% | 42.11%-21.5pp | 109.43%-88.8pp | 81.01%-60.4pp |
| Employer contribution / active EE | $222 | $2,594-91.5% | $3,653-93.9% | $2,440-90.9% |
| Participant deferral / active EE | $2,070 | $3,128-33.8% | $4,238-51.1% | $3,608-42.6% |
| Admin fee / account holder | $489 | $4,251-88.5% | $5,795-91.6% | $5,124-90.5% |