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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 | $50,026 | $72,269-30.8% | $101,271-50.6% | $79,852-37.4% |
| Participation rate | 49.4% | 68.5%-19.1pp | 75.8%-26.4pp | 69.6%-20.3pp |
| Annual return | 20.28% | 22.29%-2.0pp | 46.48%-26.2pp | 31.72%-11.4pp |
| Employer contribution / active EE | $290 | $2,692-89.2% | $3,660-92.1% | $2,471-88.3% |
| Participant deferral / active EE | $1,990 | $3,282-39.3% | $4,371-54.5% | $3,740-46.8% |
| Admin fee / account holder | $5,150 | $4,401+17.0% | $5,948-13.4% | $5,306-2.9% |