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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 | $46,134 | $50,947-9.4% | $74,551-38.1% | $64,173-28.1% |
| Participation rate | 51.1% | 61.1%-9.9pp | 69.1%-18.0pp | 69.6%-18.5pp |
| Annual return | 9.70% | -1.85%+11.6pp | 32.53%-22.8pp | 7.63%+2.1pp |
| Employer contribution / active EE | $4 | $1,115-99.6% | $1,961-99.8% | $2,381-99.8% |
| Participant deferral / active EE | $2,525 | $2,302+9.7% | $3,108-18.8% | $3,470-27.2% |
| Admin fee / account holder | $1,036 | $4,221-75.5% | $5,059-79.5% | $4,887-78.8% |