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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 | $50,896 | $88,707-42.6% | $74,184-31.4% | $273,972-81.4% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.66% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $297 | $3,159-90.6% | $2,370-87.5% | $4,869-93.9% |
| Participant deferral / active EE | $1,836 | $4,212-56.4% | $3,550-48.3% | $5,287-65.3% |
| Admin fee / account holder | $1,373 | $8,717-84.3% | $5,586-75.4% | $10,133-86.5% |