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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 | $95,404-38.6% | $113,397-48.3% | $82,637-29.1% |
| Participation rate | 55.7% | 72.8%-17.1pp | 76.5%-20.8pp | 68.1%-12.4pp |
| Annual return | 16.43% | 19.08%-2.7pp | 23.20%-6.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $332 | $2,307-85.6% | $2,977-88.8% | $2,552-87.0% |
| Participant deferral / active EE | $2,352 | $4,220-44.3% | $5,076-53.7% | $4,126-43.0% |
| Admin fee / account holder | $4,017 | $9,168-56.2% | $11,957-66.4% | $7,339-45.3% |