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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 | $46,888 | $86,938-46.1% | $102,423-54.2% | $80,925-42.1% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 16.88% | 18.89%-2.0pp | 29.42%-12.5pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,882 | $4,120-54.3% | $5,054-62.8% | $4,299-56.2% |
| Admin fee / account holder | $1,485 | $8,053-81.6% | $9,455-84.3% | $6,940-78.6% |