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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 | $49,812 | $76,407-34.8% | $150,298-66.9% | $82,448-39.6% |
| Participation rate | 55.2% | 66.4%-11.2pp | 77.8%-22.6pp | 68.1%-12.9pp |
| Annual return | 17.69% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $169 | $2,614-93.5% | $4,154-95.9% | $2,551-93.4% |
| Participant deferral / active EE | $3,203 | $3,214-0.4% | $5,453-41.3% | $4,139-22.6% |
| Admin fee / account holder | $3,162 | $6,352-50.2% | $14,116-77.6% | $7,234-56.3% |