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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 | $49,514 | $80,983-38.9% | $96,544-48.7% | $75,177-34.1% |
| Participation rate | 45.3% | 71.8%-26.5pp | 76.0%-30.7pp | 67.2%-21.9pp |
| Annual return | 14.92% | 27.05%-12.1pp | 25.88%-11.0pp | 160.75%-145.8pp |
| Employer contribution / active EE | $573 | $2,282-74.9% | $2,966-80.7% | $2,671-78.5% |
| Participant deferral / active EE | $1,970 | $3,929-49.9% | $4,851-59.4% | $4,126-52.3% |
| Admin fee / account holder | $5,782 | $6,717-13.9% | $8,254-29.9% | $5,651+2.3% |