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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 | $47,724 | $72,269-34.0% | $101,271-52.9% | $79,852-40.2% |
| Participation rate | 39.5% | 68.5%-28.9pp | 75.8%-36.3pp | 69.6%-30.1pp |
| Annual return | 13.98% | 22.29%-8.3pp | 46.48%-32.5pp | 31.72%-17.7pp |
| Employer contribution / active EE | $166 | $2,692-93.8% | $3,660-95.5% | $2,471-93.3% |
| Participant deferral / active EE | $1,685 | $3,282-48.6% | $4,371-61.4% | $3,740-54.9% |
| Admin fee / account holder | $400 | $4,401-90.9% | $5,948-93.3% | $5,306-92.5% |