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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 | $48,172 | $89,367-46.1% | $141,191-65.9% | $72,975-34.0% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 19.68% | 111.87%-92.2pp | 71.41%-51.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $382 | $3,115-87.8% | $4,736-91.9% | $2,440-84.4% |
| Participant deferral / active EE | $3,150 | $5,419-41.9% | $6,710-53.1% | $3,608-12.7% |
| Admin fee / account holder | $3,052 | $5,957-48.8% | $10,264-70.3% | $5,124-40.4% |