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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 | $47,522 | $81,487-41.7% | $102,412-53.6% | $80,935-41.3% |
| Participation rate | 35.6% | 66.8%-31.2pp | 74.5%-38.9pp | 67.7%-32.0pp |
| Annual return | 14.30% | 25.60%-11.3pp | 24.94%-10.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $447 | $3,103-85.6% | $3,870-88.5% | $2,757-83.8% |
| Participant deferral / active EE | $2,318 | $3,871-40.1% | $5,060-54.2% | $4,299-46.1% |
| Admin fee / account holder | $1,116 | $6,717-83.4% | $8,388-86.7% | $6,924-83.9% |