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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 | $48,181 | $87,106-44.7% | $105,607-54.4% | $80,935-40.5% |
| Participation rate | 38.6% | 70.4%-31.8pp | 75.3%-36.6pp | 67.7%-29.0pp |
| Annual return | 12.67% | 17.01%-4.3pp | 116.11%-103.4pp | 35.66%-23.0pp |
| Employer contribution / active EE | $598 | $2,396-75.0% | $3,167-81.1% | $2,757-78.3% |
| Participant deferral / active EE | $2,189 | $3,986-45.1% | $5,011-56.3% | $4,299-49.1% |
| Admin fee / account holder | $1,487 | $8,447-82.4% | $10,958-86.4% | $6,924-78.5% |