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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 | $48,156 | $81,487-40.9% | $102,412-53.0% | $80,935-40.5% |
| Participation rate | 58.1% | 66.8%-8.7pp | 74.5%-16.4pp | 67.7%-9.5pp |
| Annual return | 11.58% | 25.60%-14.0pp | 24.94%-13.4pp | 35.66%-24.1pp |
| Employer contribution / active EE | $590 | $3,103-81.0% | $3,870-84.8% | $2,757-78.6% |
| Participant deferral / active EE | $3,573 | $3,871-7.7% | $5,060-29.4% | $4,299-16.9% |
| Admin fee / account holder | $2,837 | $6,717-57.8% | $8,388-66.2% | $6,924-59.0% |