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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 | $48,955 | $77,908-37.2% | $149,696-67.3% | $75,173-34.9% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 16.66% | 31.73%-15.1pp | 134.46%-117.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $184 | $3,138-94.1% | $4,821-96.2% | $2,671-93.1% |
| Participant deferral / active EE | $2,761 | $3,411-19.1% | $5,682-51.4% | $4,126-33.1% |
| Admin fee / account holder | $614 | $5,950-89.7% | $13,212-95.4% | $5,651-89.1% |