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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 | $48,692 | $81,476-40.2% | $102,383-52.4% | $80,925-39.8% |
| Participation rate | 53.8% | 66.8%-13.0pp | 74.5%-20.7pp | 67.7%-13.8pp |
| Annual return | 12.17% | 25.59%-13.4pp | 24.94%-12.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $773 | $3,105-75.1% | $3,870-80.0% | $2,756-72.0% |
| Participant deferral / active EE | $3,271 | $3,871-15.5% | $5,060-35.4% | $4,299-23.9% |
| Admin fee / account holder | $16,786 | $6,717+149.9% | $8,391+100.0% | $6,940+141.9% |