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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 | $55,817 | $113,935-51.0% | $94,224-40.8% | $125,393-55.5% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | -0.34% | 5.29%-5.6pp | 10.68%-11.0pp | 282.23%-282.6pp |
| Employer contribution / active EE | $721 | $4,727-84.7% | $3,587-79.9% | $4,866-85.2% |
| Participant deferral / active EE | $1,734 | $5,179-66.5% | $4,320-59.9% | $5,351-67.6% |
| Admin fee / account holder | $9,913 | $8,391+18.1% | $6,269+58.1% | $9,541+3.9% |