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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 | $58,127 | $81,487-28.7% | $102,412-43.2% | $80,935-28.2% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.7%-15.7pp |
| Annual return | 10.89% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $447 | $3,103-85.6% | $3,870-88.5% | $2,757-83.8% |
| Participant deferral / active EE | $2,904 | $3,871-25.0% | $5,060-42.6% | $4,299-32.5% |
| Admin fee / account holder | $4,587 | $6,717-31.7% | $8,388-45.3% | $6,924-33.8% |