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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 | $95,404-38.8% | $113,397-48.5% | $82,637-29.4% |
| Participation rate | 50.8% | 72.8%-22.0pp | 76.5%-25.6pp | 68.1%-17.2pp |
| Annual return | 14.42% | 19.08%-4.7pp | 23.20%-8.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $272 | $2,307-88.2% | $2,977-90.9% | $2,552-89.3% |
| Participant deferral / active EE | $2,144 | $4,220-49.2% | $5,076-57.8% | $4,126-48.0% |
| Admin fee / account holder | $2,774 | $9,168-69.7% | $11,957-76.8% | $7,339-62.2% |