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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 | $38,131 | $89,259-57.3% | $107,187-64.4% | $82,637-53.9% |
| Participation rate | 51.9% | 67.9%-16.0pp | 75.0%-23.1pp | 68.1%-16.1pp |
| Annual return | 21.43% | 21.02%+0.4pp | 204.55%-183.1pp | 53.51%-32.1pp |
| Employer contribution / active EE | $571 | $3,080-81.5% | $3,782-84.9% | $2,552-77.6% |
| Participant deferral / active EE | $2,542 | $4,037-37.0% | $5,096-50.1% | $4,126-38.4% |
| Admin fee / account holder | $2,953 | $7,381-60.0% | $9,162-67.8% | $7,339-59.8% |