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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 | $48,553 | $97,550-50.2% | $120,344-59.7% | $87,485-44.5% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.7%-49.2pp | 68.9%-41.4pp |
| Annual return | 19.60% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,142 | $4,230-49.4% | $5,135-58.3% | $4,274-49.9% |
| Admin fee / account holder | $546 | $9,543-94.3% | $12,742-95.7% | $7,775-93.0% |