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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 | $49,915 | $86,940-42.6% | $102,434-51.3% | $80,935-38.3% |
| Participation rate | 47.9% | 72.4%-24.5pp | 76.5%-28.6pp | 67.7%-19.8pp |
| Annual return | 13.75% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $113 | $2,370-95.2% | $3,023-96.3% | $2,757-95.9% |
| Participant deferral / active EE | $2,313 | $4,121-43.9% | $5,055-54.2% | $4,299-46.2% |
| Admin fee / account holder | $1,411 | $8,047-82.5% | $9,462-85.1% | $6,924-79.6% |