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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 | $63,049 | $138,393-54.4% | $184,256-65.8% | $80,959-22.1% |
| Participation rate | 48.0% | 83.9%-35.9pp | 86.8%-38.8pp | 67.7%-19.7pp |
| Annual return | 17.03% | 20.01%-3.0pp | 28.85%-11.8pp | 35.67%-18.6pp |
| Employer contribution / active EE | $746 | $4,847-84.6% | $6,427-88.4% | $2,757-72.9% |
| Participant deferral / active EE | $4,914 | $7,076-30.6% | $9,133-46.2% | $4,300+14.3% |
| Admin fee / account holder | $76,783 | $10,489+632.0% | $13,899+452.4% | $6,925+1008.7% |