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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 | $51,176 | $58,627-12.7% | $76,735-33.3% | $82,448-37.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 69.5%-19.5pp | 68.1%-18.1pp |
| Annual return | 16.77% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $129 | $1,729-92.5% | $2,454-94.7% | $2,551-94.9% |
| Participant deferral / active EE | $2,014 | $3,134-35.7% | $4,088-50.7% | $4,139-51.3% |
| Admin fee / account holder | $6,078 | $5,323+14.2% | $7,189-15.5% | $7,234-16.0% |