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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 | $51,528 | $58,627-12.1% | $76,735-32.8% | $82,448-37.5% |
| Participation rate | 46.3% | 63.2%-16.9pp | 69.5%-23.2pp | 68.1%-21.7pp |
| Annual return | 16.22% | 39.10%-22.9pp | 29.77%-13.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $304 | $1,729-82.4% | $2,454-87.6% | $2,551-88.1% |
| Participant deferral / active EE | $1,879 | $3,134-40.0% | $4,088-54.0% | $4,139-54.6% |
| Admin fee / account holder | $5,858 | $5,323+10.1% | $7,189-18.5% | $7,234-19.0% |