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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 | $47,622 | $67,602-29.6% | $82,312-42.1% | $70,126-32.1% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.9%-38.3pp | 69.5%-31.0pp |
| Annual return | 14.63% | 21.57%-6.9pp | 25.88%-11.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $252 | $1,755-85.6% | $2,428-89.6% | $2,343-89.2% |
| Participant deferral / active EE | $1,365 | $2,987-54.3% | $3,706-63.2% | $3,332-59.0% |
| Admin fee / account holder | $585 | $4,512-87.0% | $5,608-89.6% | $4,645-87.4% |