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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 | $49,256 | $91,439-46.1% | $135,974-63.8% | $71,511-31.1% |
| Participation rate | 43.0% | 75.7%-32.7pp | 81.9%-38.9pp | 67.9%-24.9pp |
| Annual return | 17.08% | 29.90%-12.8pp | 68.30%-51.2pp | 28.86%-11.8pp |
| Employer contribution / active EE | $700 | $3,705-81.1% | $4,859-85.6% | $2,589-73.0% |
| Participant deferral / active EE | $3,425 | $7,093-51.7% | $7,760-55.9% | $4,291-20.2% |
| Admin fee / account holder | $1,265 | $1,267-0.2% | $10,767-88.3% | $1,588-20.4% |