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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 | $48,515 | $94,031-48.4% | $115,768-58.1% | $82,448-41.2% |
| Participation rate | 63.3% | 70.4%-7.1pp | 74.4%-11.1pp | 68.1%-4.7pp |
| Annual return | 17.36% | 20.61%-3.2pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $523 | $2,323-77.5% | $2,940-82.2% | $2,551-79.5% |
| Participant deferral / active EE | $2,124 | $3,972-46.5% | $4,917-56.8% | $4,139-48.7% |
| Admin fee / account holder | $4,221 | $10,249-58.8% | $12,439-66.1% | $7,234-41.7% |