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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 | $47,799 | $57,061-16.2% | $85,063-43.8% | $80,911-40.9% |
| Participation rate | 54.5% | 56.3%-1.8pp | 67.5%-13.0pp | 67.6%-13.1pp |
| Annual return | 17.68% | 21.66%-4.0pp | 66.54%-48.9pp | 35.63%-18.0pp |
| Employer contribution / active EE | $207 | $1,799-88.5% | $2,727-92.4% | $2,756-92.5% |
| Participant deferral / active EE | $2,537 | $3,110-18.4% | $4,523-43.9% | $4,297-41.0% |
| Admin fee / account holder | $3,698 | $4,986-25.8% | $6,155-39.9% | $6,935-46.7% |