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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 | $37,135 | $107,666-65.5% | $102,184-63.7% | $154,746-76.0% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 14.89% | 29.33%-14.4pp | 31.58%-16.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | -$1,481 | $3,846-138.5% | $3,594-141.2% | $4,379-133.8% |
| Participant deferral / active EE | $5,146 | $8,719-41.0% | $8,309-38.1% | $6,730-23.5% |
| Admin fee / account holder | $10,194 | $12,943-21.2% | $11,609-12.2% | $14,365-29.0% |