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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 | $51,649-5.5% | $124,206-60.7% | $64,097-23.9% |
| Participation rate | 39.5% | 45.2%-5.7pp | 69.6%-30.1pp | 55.2%-15.7pp |
| Annual return | 17.84% | 19.98%-2.1pp | 515.27%-497.4pp | 34.64%-16.8pp |
| Employer contribution / active EE | $159 | $1,057-84.9% | $3,540-95.5% | $1,891-91.6% |
| Participant deferral / active EE | $1,646 | $2,165-24.0% | $3,968-58.5% | $3,080-46.6% |
| Admin fee / account holder | $1,962 | $4,237-53.7% | $5,929-66.9% | $3,454-43.2% |