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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 | $49,467 | $81,476-39.3% | $102,383-51.7% | $80,925-38.9% |
| Participation rate | 17.6% | 66.8%-49.3pp | 74.5%-56.9pp | 67.7%-50.1pp |
| Annual return | 15.39% | 25.59%-10.2pp | 24.94%-9.5pp | 35.65%-20.3pp |
| Employer contribution / active EE | $458 | $3,105-85.3% | $3,870-88.2% | $2,756-83.4% |
| Participant deferral / active EE | $1,613 | $3,871-58.3% | $5,060-68.1% | $4,299-62.5% |
| Admin fee / account holder | $3,595 | $6,717-46.5% | $8,391-57.2% | $6,940-48.2% |