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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 | $47,913 | $75,541-36.6% | $152,093-68.5% | $82,637-42.0% |
| Participation rate | 38.7% | 66.5%-27.8pp | 77.8%-39.1pp | 68.1%-29.3pp |
| Annual return | 13.85% | 32.56%-18.7pp | 66.36%-52.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,913 | $3,206-40.3% | $5,451-64.9% | $4,126-53.6% |
| Admin fee / account holder | $2,556 | $6,405-60.1% | $14,497-82.4% | $7,339-65.2% |