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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 | $48,485 | $74,535-35.0% | $100,712-51.9% | $82,637-41.3% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 14.87% | 18.92%-4.1pp | 33.27%-18.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $279 | $1,503-81.4% | $2,313-87.9% | $2,552-89.1% |
| Participant deferral / active EE | $1,959 | $3,074-36.3% | $4,085-52.1% | $4,126-52.5% |
| Admin fee / account holder | $11,282 | $6,576+71.6% | $9,256+21.9% | $7,339+53.7% |