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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 | $61,652 | $86,940-29.1% | $102,434-39.8% | $80,935-23.8% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.7%-16.0pp |
| Annual return | 13.56% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $429 | $2,370-81.9% | $3,023-85.8% | $2,757-84.4% |
| Participant deferral / active EE | $1,925 | $4,121-53.3% | $5,055-61.9% | $4,299-55.2% |
| Admin fee / account holder | $1,470 | $8,047-81.7% | $9,462-84.5% | $6,924-78.8% |