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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 | $81,809 | $153,769-46.8% | $133,975-38.9% | $273,972-70.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 5.68% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,221 | $6,029-79.7% | $5,211-76.6% | $4,869-74.9% |
| Participant deferral / active EE | $2,815 | $6,958-59.5% | $6,282-55.2% | $5,287-46.8% |
| Admin fee / account holder | $29,046 | $11,765+146.9% | $9,324+211.5% | $10,133+186.7% |