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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 | $46,503 | $88,672-47.6% | $105,223-55.8% | $82,448-43.6% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $594 | $3,048-80.5% | $3,689-83.9% | $2,551-76.7% |
| Participant deferral / active EE | $2,551 | $4,036-36.8% | $5,072-49.7% | $4,139-38.4% |
| Admin fee / account holder | $4,885 | $7,146-31.6% | $8,859-44.9% | $7,234-32.5% |