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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 | $58,904 | $109,620-46.3% | $148,496-60.3% | $94,015-37.3% |
| Participation rate | 48.6% | 71.3%-22.7pp | 76.0%-27.5pp | 70.8%-22.2pp |
| Annual return | 13.06% | 17.54%-4.5pp | 12.33%+0.7pp | 17.84%-4.8pp |
| Employer contribution / active EE | $300 | $2,618-88.6% | $3,497-91.4% | $2,790-89.3% |
| Participant deferral / active EE | $1,983 | $3,831-48.3% | $4,808-58.8% | $4,249-53.3% |
| Admin fee / account holder | $3,481 | $10,050-65.4% | $19,547-82.2% | $8,951-61.1% |