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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 | $58,622 | $95,453-38.6% | $112,040-47.7% | $82,448-28.9% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.5%-20.8pp | 68.1%-12.4pp |
| Annual return | 16.43% | 23.92%-7.5pp | 24.52%-8.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $332 | $2,318-85.7% | $2,954-88.8% | $2,551-87.0% |
| Participant deferral / active EE | $2,352 | $4,224-44.3% | $5,098-53.9% | $4,139-43.2% |
| Admin fee / account holder | $4,017 | $9,013-55.4% | $12,098-66.8% | $7,234-44.5% |