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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 | $47,851 | $80,985-40.9% | $96,576-50.5% | $75,181-36.4% |
| Participation rate | 56.2% | 71.8%-15.6pp | 76.0%-19.8pp | 67.2%-11.0pp |
| Annual return | 15.95% | 27.05%-11.1pp | 25.87%-9.9pp | 160.69%-144.7pp |
| Employer contribution / active EE | $411 | $2,282-82.0% | $2,965-86.1% | $2,671-84.6% |
| Participant deferral / active EE | $2,275 | $3,929-42.1% | $4,851-53.1% | $4,126-44.8% |
| Admin fee / account holder | $2,379 | $6,719-64.6% | $8,253-71.2% | $5,650-57.9% |