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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 | $59,440-13.9% | $78,004-34.4% | $82,637-38.1% |
| Participation rate | 50.0% | 62.8%-12.8pp | 69.4%-19.4pp | 68.1%-18.1pp |
| Annual return | 16.77% | 40.24%-23.5pp | 31.07%-14.3pp | 53.51%-36.7pp |
| Employer contribution / active EE | $129 | $1,750-92.6% | $2,469-94.8% | $2,552-94.9% |
| Participant deferral / active EE | $2,014 | $3,138-35.8% | $4,092-50.8% | $4,126-51.2% |
| Admin fee / account holder | $6,078 | $5,504+10.4% | $7,578-19.8% | $7,339-17.2% |