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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 | $50,646 | $61,605-17.8% | $112,273-54.9% | $75,173-32.6% |
| Participation rate | 52.3% | 61.7%-9.4pp | 72.4%-20.1pp | 67.2%-14.9pp |
| Annual return | 17.83% | 28.47%-10.6pp | 30.23%-12.4pp | 160.72%-142.9pp |
| Employer contribution / active EE | $250 | $2,015-87.6% | $3,431-92.7% | $2,671-90.6% |
| Participant deferral / active EE | $1,294 | $3,108-58.4% | $4,800-73.0% | $4,126-68.6% |
| Admin fee / account holder | $5,401 | $4,862+11.1% | $7,752-30.3% | $5,651-4.4% |