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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 | $48,931 | $86,938-43.7% | $102,423-52.2% | $80,925-39.5% |
| Participation rate | 51.1% | 72.4%-21.3pp | 76.5%-25.4pp | 67.7%-16.5pp |
| Annual return | 16.38% | 18.89%-2.5pp | 29.42%-13.0pp | 35.65%-19.3pp |
| Employer contribution / active EE | $53 | $2,369-97.8% | $3,023-98.2% | $2,756-98.1% |
| Participant deferral / active EE | $2,263 | $4,120-45.1% | $5,054-55.2% | $4,299-47.4% |
| Admin fee / account holder | $698 | $8,053-91.3% | $9,455-92.6% | $6,940-89.9% |