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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 | $47,665 | $63,082-24.4% | $81,716-41.7% | $79,852-40.3% |
| Participation rate | 20.7% | 67.5%-46.8pp | 72.0%-51.3pp | 69.6%-48.9pp |
| Annual return | 13.61% | 22.66%-9.1pp | 29.49%-15.9pp | 31.72%-18.1pp |
| Employer contribution / active EE | $174 | $1,795-90.3% | $4,310-96.0% | $2,471-92.9% |
| Participant deferral / active EE | $1,345 | $2,780-51.6% | $7,108-81.1% | $3,740-64.1% |
| Admin fee / account holder | $9,698 | $4,428+119.0% | $5,159+88.0% | $5,306+82.8% |