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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 | $50,162 | $80,332-37.6% | $107,187-53.2% | $64,097-21.7% |
| Participation rate | 46.4% | 54.4%-8.0pp | 75.0%-28.6pp | 55.2%-8.8pp |
| Annual return | 13.19% | 24.26%-11.1pp | 204.55%-191.4pp | 34.64%-21.5pp |
| Employer contribution / active EE | $205 | $2,501-91.8% | $3,782-94.6% | $1,891-89.2% |
| Participant deferral / active EE | $1,668 | $3,109-46.4% | $5,096-67.3% | $3,080-45.9% |
| Admin fee / account holder | $2,667 | $4,314-38.2% | $9,162-70.9% | $3,454-22.8% |