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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 | $48,884 | $58,627-16.6% | $76,735-36.3% | $82,448-40.7% |
| Participation rate | 49.2% | 63.2%-14.0pp | 69.5%-20.3pp | 68.1%-18.9pp |
| Annual return | 16.80% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,548 | $3,134-50.6% | $4,088-62.1% | $4,139-62.6% |
| Admin fee / account holder | $1,016 | $5,323-80.9% | $7,189-85.9% | $7,234-86.0% |