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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 | $71,258 | $100,194-28.9% | $122,979-42.1% | $86,983-18.1% |
| Participation rate | 56.5% | 73.0%-16.4pp | 77.2%-20.7pp | 69.5%-13.0pp |
| Annual return | 13.05% | 16.47%-3.4pp | 20.12%-7.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $438 | $2,326-81.1% | $3,062-85.7% | $2,584-83.0% |
| Participant deferral / active EE | $2,343 | $4,133-43.3% | $5,003-53.2% | $4,194-44.1% |
| Admin fee / account holder | $4,271 | $10,148-57.9% | $12,864-66.8% | $7,856-45.6% |