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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 | $49,794 | $94,031-47.0% | $115,768-57.0% | $82,448-39.6% |
| Participation rate | 64.5% | 70.4%-5.9pp | 74.4%-9.9pp | 68.1%-3.6pp |
| Annual return | 17.63% | 20.61%-3.0pp | 100.46%-82.8pp | 41.64%-24.0pp |
| Employer contribution / active EE | $454 | $2,323-80.5% | $2,940-84.6% | $2,551-82.2% |
| Participant deferral / active EE | $3,873 | $3,972-2.5% | $4,917-21.2% | $4,139-6.4% |
| Admin fee / account holder | $317 | $10,249-96.9% | $12,439-97.5% | $7,234-95.6% |