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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 | $50,315 | $87,059-42.2% | $105,608-52.4% | $80,925-37.8% |
| Participation rate | 47.2% | 70.4%-23.2pp | 75.3%-28.1pp | 67.7%-20.4pp |
| Annual return | 11.69% | 17.05%-5.4pp | 116.50%-104.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $308 | $2,396-87.1% | $3,167-90.3% | $2,756-88.8% |
| Participant deferral / active EE | $1,975 | $3,986-50.5% | $5,010-60.6% | $4,299-54.1% |
| Admin fee / account holder | $1,785 | $8,443-78.9% | $11,028-83.8% | $6,940-74.3% |