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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 | $46,492 | $86,949-46.5% | $102,460-54.6% | $80,959-42.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.92% | 18.89%-6.0pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $494 | $2,370-79.1% | $3,025-83.7% | $2,757-82.1% |
| Participant deferral / active EE | $2,737 | $4,121-33.6% | $5,056-45.9% | $4,300-36.4% |
| Admin fee / account holder | $3,871 | $8,048-51.9% | $9,460-59.1% | $6,925-44.1% |