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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 | $58,365 | $100,194-41.7% | $122,979-52.5% | $86,983-32.9% |
| Participation rate | 50.8% | 73.0%-22.1pp | 77.2%-26.3pp | 69.5%-18.7pp |
| Annual return | 14.42% | 16.47%-2.1pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $272 | $2,326-88.3% | $3,062-91.1% | $2,584-89.5% |
| Participant deferral / active EE | $2,144 | $4,133-48.1% | $5,003-57.1% | $4,194-48.9% |
| Admin fee / account holder | $2,774 | $10,148-72.7% | $12,864-78.4% | $7,856-64.7% |