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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 | $47,220 | $65,364-27.8% | $92,909-49.2% | $72,975-35.3% |
| Participation rate | 17.6% | 68.3%-50.7pp | 76.0%-58.4pp | 69.5%-51.8pp |
| Annual return | 21.27% | 42.11%-20.8pp | 109.44%-88.2pp | 81.01%-59.7pp |
| Employer contribution / active EE | $267 | $2,594-89.7% | $3,653-92.7% | $2,440-89.1% |
| Participant deferral / active EE | $1,334 | $3,128-57.4% | $4,238-68.5% | $3,608-63.0% |
| Admin fee / account holder | $2,148 | $4,251-49.5% | $5,795-62.9% | $5,124-58.1% |