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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 | $48,272 | $80,781-40.2% | $102,437-52.9% | $74,478-35.2% |
| Participation rate | 46.2% | 65.7%-19.5pp | 74.5%-28.4pp | 67.2%-21.1pp |
| Annual return | 13.94% | 27.58%-13.6pp | 24.95%-11.0pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $766 | $3,160-75.8% | $3,871-80.2% | $2,626-70.8% |
| Participant deferral / active EE | $4,590 | $3,862+18.8% | $5,060-9.3% | $4,350+5.5% |
| Admin fee / account holder | $6,480 | $2,372+173.2% | $8,388-22.7% | $1,946+233.0% |