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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 | $48,333 | $81,331-40.6% | $155,534-68.9% | $80,935-40.3% |
| Participation rate | 28.3% | 66.3%-37.9pp | 78.2%-49.9pp | 67.7%-39.3pp |
| Annual return | 22.28% | 33.37%-11.1pp | 64.92%-42.6pp | 35.66%-13.4pp |
| Employer contribution / active EE | $310 | $3,105-90.0% | $4,675-93.4% | $2,757-88.8% |
| Participant deferral / active EE | $1,892 | $3,454-45.2% | $5,630-66.4% | $4,299-56.0% |
| Admin fee / account holder | $311 | $7,999-96.1% | $15,900-98.0% | $6,924-95.5% |