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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 | $47,330 | $103,966-54.5% | $112,899-58.1% | $75,173-37.0% |
| Participation rate | 49.1% | 75.7%-26.6pp | 80.5%-31.4pp | 67.2%-18.1pp |
| Annual return | 16.07% | 24.54%-8.5pp | 34.11%-18.0pp | 160.72%-144.6pp |
| Employer contribution / active EE | $530 | $3,870-86.3% | $4,566-88.4% | $2,671-80.1% |
| Participant deferral / active EE | $2,149 | $5,456-60.6% | $6,516-67.0% | $4,126-47.9% |
| Admin fee / account holder | $3,802 | $7,663-50.4% | $7,047-46.0% | $5,651-32.7% |