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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 | $56,660 | $91,198-37.9% | $178,503-68.3% | $79,856-29.0% |
| Participation rate | 26.7% | 69.2%-42.5pp | 81.9%-55.3pp | 69.6%-43.0pp |
| Annual return | 16.57% | 24.20%-7.6pp | 151.12%-134.6pp | 31.71%-15.1pp |
| Employer contribution / active EE | $306 | $3,257-90.6% | $5,011-93.9% | $2,471-87.6% |
| Participant deferral / active EE | $1,259 | $3,237-61.1% | $5,202-75.8% | $3,741-66.4% |
| Admin fee / account holder | $2,833 | $6,748-58.0% | $13,987-79.7% | $5,306-46.6% |