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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 | $47,364 | $80,985-41.5% | $96,576-51.0% | $75,181-37.0% |
| Participation rate | 56.8% | 71.8%-15.0pp | 76.0%-19.2pp | 67.2%-10.4pp |
| Annual return | 41.82% | 27.05%+14.8pp | 25.87%+16.0pp | 160.69%-118.9pp |
| Employer contribution / active EE | $612 | $2,282-73.2% | $2,965-79.3% | $2,671-77.1% |
| Participant deferral / active EE | $2,165 | $3,929-44.9% | $4,851-55.4% | $4,126-47.5% |
| Admin fee / account holder | $7,131 | $6,719+6.1% | $8,253-13.6% | $5,650+26.2% |