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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 | $58,357 | $87,834-33.6% | $133,975-56.4% | $62,881-7.2% |
| Participation rate | 41.9% | 83.4%-41.5pp | 87.1%-45.2pp | 69.3%-27.4pp |
| Annual return | 10.65% | 12.05%-1.4pp | 29.29%-18.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $464 | $3,482-86.7% | $5,211-91.1% | $2,281-79.6% |
| Participant deferral / active EE | $2,397 | $4,812-50.2% | $6,282-61.8% | $3,203-25.2% |
| Admin fee / account holder | $1,489 | $5,372-72.3% | $9,324-84.0% | $4,296-65.3% |