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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 | $47,716 | $76,551-37.7% | $123,894-61.5% | $62,881-24.1% |
| Participation rate | 68.7% | 73.0%-4.3pp | 81.4%-12.8pp | 69.3%-0.6pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,940 | $4,840-39.3% | $5,984-50.9% | $3,203-8.2% |
| Admin fee / account holder | $10,908 | $4,826+126.0% | $8,357+30.5% | $4,296+153.9% |