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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 | $59,748 | $67,602-11.6% | $82,312-27.4% | $70,126-14.8% |
| Participation rate | 50.9% | 72.8%-21.9pp | 76.9%-26.0pp | 69.5%-18.7pp |
| Annual return | 17.34% | 21.57%-4.2pp | 25.88%-8.5pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,661 | $2,987-44.4% | $3,706-55.2% | $3,332-50.2% |
| Admin fee / account holder | $2,177 | $4,512-51.8% | $5,608-61.2% | $4,645-53.1% |