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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 | $50,935 | $81,487-37.5% | $102,412-50.3% | $80,935-37.1% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.7%-26.9pp |
| Annual return | 14.69% | 25.60%-10.9pp | 24.94%-10.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $225 | $3,103-92.7% | $3,870-94.2% | $2,757-91.8% |
| Participant deferral / active EE | $2,572 | $3,871-33.6% | $5,060-49.2% | $4,299-40.2% |
| Admin fee / account holder | $1,305 | $6,717-80.6% | $8,388-84.4% | $6,924-81.2% |