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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 | $49,462 | $81,262-39.1% | $155,602-68.2% | $80,911-38.9% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 15.92% | 33.34%-17.4pp | 64.81%-48.9pp | 35.63%-19.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,865 | $3,451+69.9% | $5,629+4.2% | $4,297+36.5% |
| Admin fee / account holder | $9,686 | $7,992+21.2% | $15,923-39.2% | $6,935+39.7% |