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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 | $49,597 | $73,787-32.8% | $98,716-49.8% | $82,448-39.8% |
| Participation rate | 32.3% | 61.4%-29.1pp | 69.3%-37.0pp | 68.1%-35.8pp |
| Annual return | 16.63% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $307 | $1,511-79.7% | $2,279-86.5% | $2,551-88.0% |
| Participant deferral / active EE | $2,247 | $3,081-27.1% | $4,048-44.5% | $4,139-45.7% |
| Admin fee / account holder | $70,990 | $6,500+992.1% | $8,703+715.7% | $7,234+881.3% |