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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 | $49,163 | $61,390-19.9% | $112,228-56.2% | $75,177-34.6% |
| Participation rate | 34.4% | 61.6%-27.3pp | 72.4%-38.1pp | 67.2%-32.8pp |
| Annual return | 21.73% | 28.47%-6.7pp | 30.23%-8.5pp | 160.75%-139.0pp |
| Employer contribution / active EE | $463 | $2,015-77.0% | $3,432-86.5% | $2,671-82.7% |
| Participant deferral / active EE | $1,970 | $3,108-36.6% | $4,800-59.0% | $4,126-52.3% |
| Admin fee / account holder | $1,041 | $4,862-78.6% | $7,752-86.6% | $5,651-81.6% |