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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 | $52,471 | $88,672-40.8% | $105,223-50.1% | $82,448-36.4% |
| Participation rate | 47.2% | 67.9%-20.7pp | 75.0%-27.9pp | 68.1%-20.9pp |
| Annual return | 13.56% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $418 | $3,048-86.3% | $3,689-88.7% | $2,551-83.6% |
| Participant deferral / active EE | $2,258 | $4,036-44.1% | $5,072-55.5% | $4,139-45.5% |
| Admin fee / account holder | $3,537 | $7,146-50.5% | $8,859-60.1% | $7,234-51.1% |