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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 | $57,967 | $73,787-21.4% | $98,716-41.3% | $82,448-29.7% |
| Participation rate | 17.1% | 61.4%-44.3pp | 69.3%-52.2pp | 68.1%-51.0pp |
| Annual return | 13.26% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $248 | $1,511-83.6% | $2,279-89.1% | $2,551-90.3% |
| Participant deferral / active EE | $1,323 | $3,081-57.1% | $4,048-67.3% | $4,139-68.0% |
| Admin fee / account holder | $1,077 | $6,500-83.4% | $8,703-87.6% | $7,234-85.1% |