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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 | $48,170 | $138,393-65.2% | $184,256-73.9% | $80,959-40.5% |
| Participation rate | 39.6% | 83.9%-44.3pp | 86.8%-47.3pp | 67.7%-28.1pp |
| Annual return | 18.01% | 20.01%-2.0pp | 28.85%-10.8pp | 35.67%-17.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,341 | $7,076+3.7% | $9,133-19.6% | $4,300+70.7% |
| Admin fee / account holder | $4,806 | $10,489-54.2% | $13,899-65.4% | $6,925-30.6% |