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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 | $48,873 | $58,493-16.4% | $84,021-41.8% | $72,975-33.0% |
| Participation rate | 45.8% | 61.2%-15.5pp | 69.0%-23.3pp | 69.5%-23.7pp |
| Annual return | 19.76% | 28.93%-9.2pp | 71.32%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $109 | $1,163-90.6% | $1,984-94.5% | $2,440-95.5% |
| Participant deferral / active EE | $2,941 | $2,394+22.8% | $3,239-9.2% | $3,608-18.5% |
| Admin fee / account holder | $1,575 | $4,569-65.5% | $6,102-74.2% | $5,124-69.3% |