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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 | $89,259-47.9% | $107,187-56.6% | $82,637-43.7% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 16.89% | 21.02%-4.1pp | 204.55%-187.7pp | 53.51%-36.6pp |
| Employer contribution / active EE | $594 | $3,080-80.7% | $3,782-84.3% | $2,552-76.7% |
| Participant deferral / active EE | $2,551 | $4,037-36.8% | $5,096-49.9% | $4,126-38.2% |
| Admin fee / account holder | $4,885 | $7,381-33.8% | $9,162-46.7% | $7,339-33.4% |