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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 | $46,119 | $69,977-34.1% | $108,582-57.5% | $62,881-26.7% |
| Participation rate | 63.3% | 72.9%-9.6pp | 79.6%-16.3pp | 69.3%-6.0pp |
| Annual return | 11.42% | 10.73%+0.7pp | -51.70%+63.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $37 | $2,135-98.3% | $3,758-99.0% | $2,281-98.4% |
| Participant deferral / active EE | $1,524 | $3,165-51.8% | $4,311-64.6% | $3,203-52.4% |
| Admin fee / account holder | $2,492 | $5,076-50.9% | $7,645-67.4% | $4,296-42.0% |