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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 | $46,158 | $52,279-11.7% | $89,400-48.4% | $79,858-42.2% |
| Participation rate | 51.4% | 57.5%-6.2pp | 68.0%-16.6pp | 69.6%-18.3pp |
| Annual return | 12.78% | 22.16%-9.4pp | 245.64%-232.9pp | 31.72%-18.9pp |
| Employer contribution / active EE | $152 | $1,572-90.4% | $2,586-94.1% | $2,471-93.9% |
| Participant deferral / active EE | $880 | $2,740-67.9% | $3,890-77.4% | $3,740-76.5% |
| Admin fee / account holder | $2,369 | $3,356-29.4% | $4,882-51.5% | $5,306-55.4% |