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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 | $49,396 | $181,896-72.8% | $156,551-68.4% | $273,972-82.0% |
| Participation rate | 41.7% | 88.4%-46.7pp | 84.0%-42.3pp | 83.0%-41.3pp |
| Annual return | 4.01% | 30.74%-26.7pp | 32.23%-28.2pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,239 | $6,248-80.2% | $5,501-77.5% | $4,869-74.5% |
| Participant deferral / active EE | $2,350 | $5,550-57.6% | $4,871-51.7% | $5,287-55.5% |
| Admin fee / account holder | $12,462 | $15,560-19.9% | $13,028-4.3% | $10,133+23.0% |