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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 | $47,059 | $99,345-52.6% | $84,753-44.5% | $273,972-82.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 7.15% | 22.93%-15.8pp | 22.78%-15.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $475 | $4,214-88.7% | $3,574-86.7% | $4,869-90.3% |
| Participant deferral / active EE | $1,764 | $4,270-58.7% | $3,712-52.5% | $5,287-66.6% |
| Admin fee / account holder | $4,467 | $6,645-32.8% | $5,333-16.2% | $10,133-55.9% |