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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 | $51,027 | $110,337-53.8% | $102,383-50.2% | $145,877-65.0% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 9.61% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $169 | $4,216-96.0% | $3,870-95.6% | $4,663-96.4% |
| Participant deferral / active EE | $2,577 | $5,621-54.1% | $5,060-49.1% | $6,691-61.5% |
| Admin fee / account holder | $2,371 | $9,750-75.7% | $8,391-71.7% | $13,402-82.3% |