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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 | $86,938-46.5% | $102,423-54.6% | $80,925-42.5% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 12.92% | 18.89%-6.0pp | 29.42%-16.5pp | 35.65%-22.7pp |
| Employer contribution / active EE | $494 | $2,369-79.1% | $3,023-83.7% | $2,756-82.1% |
| Participant deferral / active EE | $2,737 | $4,120-33.6% | $5,054-45.9% | $4,299-36.3% |
| Admin fee / account holder | $3,871 | $8,053-51.9% | $9,455-59.1% | $6,940-44.2% |