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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 | $51,528 | $76,564-32.7% | $105,582-51.2% | $94,015-45.2% |
| Participation rate | 46.3% | 65.2%-18.8pp | 71.8%-25.4pp | 70.8%-24.5pp |
| Annual return | 16.22% | 20.69%-4.5pp | 18.61%-2.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $304 | $1,995-84.8% | $2,984-89.8% | $2,790-89.1% |
| Participant deferral / active EE | $1,879 | $3,320-43.4% | $4,353-56.8% | $4,249-55.8% |
| Admin fee / account holder | $5,858 | $7,129-17.8% | $12,856-54.4% | $8,951-34.6% |