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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 | $74,453 | $135,956-45.2% | $123,894-39.9% | $273,972-72.8% |
| Participation rate | 52.9% | 84.1%-31.1pp | 81.4%-28.5pp | 83.0%-30.1pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.4pp |
| Employer contribution / active EE | $658 | $5,170-87.3% | $4,617-85.7% | $4,869-86.5% |
| Participant deferral / active EE | $2,718 | $6,343-57.2% | $5,984-54.6% | $5,287-48.6% |
| Admin fee / account holder | $17,345 | $9,817+76.7% | $8,357+107.6% | $10,133+71.2% |