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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 | $72,471-32.5% | $94,215-48.1% | $86,983-43.8% |
| Participation rate | 49.2% | 63.9%-14.7pp | 70.0%-20.8pp | 69.5%-20.4pp |
| Annual return | 16.80% | 26.44%-9.6pp | 28.22%-11.4pp | 25.83%-9.0pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,548 | $3,397-54.4% | $4,276-63.8% | $4,194-63.1% |
| Admin fee / account holder | $1,016 | $6,468-84.3% | $10,216-90.1% | $7,856-87.1% |