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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 | $48,247 | $72,273-33.2% | $101,275-52.4% | $79,856-39.6% |
| Participation rate | 57.6% | 68.5%-10.9pp | 75.8%-18.2pp | 69.6%-12.1pp |
| Annual return | 13.33% | 22.30%-9.0pp | 46.48%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $156 | $2,691-94.2% | $3,660-95.7% | $2,471-93.7% |
| Participant deferral / active EE | $3,843 | $3,282+17.1% | $4,371-12.1% | $3,741+2.8% |
| Admin fee / account holder | $37,602 | $4,401+754.3% | $5,948+532.2% | $5,306+608.6% |