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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 | $48,783 | $58,408-16.5% | $180,320-72.9% | $69,733-30.0% |
| Participation rate | 39.5% | 54.2%-14.7pp | 71.5%-32.1pp | 62.5%-23.0pp |
| Annual return | 17.84% | 15.02%+2.8pp | 778.54%-760.7pp | 15.22%+2.6pp |
| Employer contribution / active EE | $159 | $1,159-86.2% | $4,108-96.1% | $2,250-92.9% |
| Participant deferral / active EE | $1,646 | $2,723-39.6% | $4,304-61.8% | $3,054-46.1% |
| Admin fee / account holder | $1,962 | $4,205-53.4% | $10,000-80.4% | $3,102-36.8% |