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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 | $46,324 | $65,034-28.8% | $90,970-49.1% | $79,856-42.0% |
| Participation rate | 56.1% | 61.6%-5.5pp | 69.0%-12.9pp | 69.6%-13.5pp |
| Annual return | 16.22% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $175 | $1,247-85.9% | $2,122-91.7% | $2,471-92.9% |
| Participant deferral / active EE | $2,418 | $2,512-3.7% | $3,373-28.3% | $3,741-35.4% |
| Admin fee / account holder | $1,087 | $4,536-76.0% | $5,961-81.8% | $5,306-79.5% |