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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 | $48,625 | $69,590-30.1% | $136,867-64.5% | $94,015-48.3% |
| Participation rate | 60.7% | 66.3%-5.6pp | 74.5%-13.8pp | 70.8%-10.1pp |
| Annual return | 16.64% | 19.62%-3.0pp | 42.97%-26.3pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,936 | $3,437+14.5% | $4,924-20.1% | $4,249-7.4% |
| Admin fee / account holder | $1,382 | $8,912-84.5% | $10,340-86.6% | $8,951-84.6% |