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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 | $51,728 | $114,712-54.9% | $173,730-70.2% | $87,485-40.9% |
| Participation rate | 47.7% | 73.0%-25.3pp | 79.6%-31.9pp | 68.9%-21.2pp |
| Annual return | 12.49% | 20.18%-7.7pp | 19.96%-7.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $588 | $2,904-79.7% | $4,577-87.1% | $2,596-77.3% |
| Participant deferral / active EE | $2,203 | $4,642-52.5% | $6,326-65.2% | $4,274-48.4% |
| Admin fee / account holder | $9,920 | $10,210-2.8% | $17,523-43.4% | $7,775+27.6% |