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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 | $48,111 | $101,798-52.7% | $165,071-70.9% | $80,935-40.6% |
| Participation rate | 43.3% | 71.8%-28.5pp | 78.6%-35.3pp | 67.7%-24.3pp |
| Annual return | 16.79% | 16.73%+0.1pp | 70.17%-53.4pp | 35.66%-18.9pp |
| Employer contribution / active EE | $341 | $2,954-88.5% | $4,347-92.2% | $2,757-87.6% |
| Participant deferral / active EE | $2,408 | $4,476-46.2% | $6,035-60.1% | $4,299-44.0% |
| Admin fee / account holder | $7,245 | $8,221-11.9% | $12,695-42.9% | $6,924+4.6% |