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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 | $37,179 | $80,992-54.1% | $96,534-61.5% | $75,173-50.5% |
| Participation rate | 49.4% | 71.8%-22.4pp | 76.0%-26.6pp | 67.2%-17.8pp |
| Annual return | 14.87% | 27.05%-12.2pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $210 | $2,283-90.8% | $2,965-92.9% | $2,671-92.1% |
| Participant deferral / active EE | $4,106 | $3,929+4.5% | $4,851-15.4% | $4,126-0.5% |
| Admin fee / account holder | $4,867 | $6,717-27.5% | $8,253-41.0% | $5,651-13.9% |