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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 | $38,067 | $81,487-53.3% | $102,412-62.8% | $80,935-53.0% |
| Participation rate | 53.1% | 66.8%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 12.68% | 25.60%-12.9pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $569 | $3,103-81.7% | $3,870-85.3% | $2,757-79.4% |
| Participant deferral / active EE | $2,173 | $3,871-43.9% | $5,060-57.1% | $4,299-49.5% |
| Admin fee / account holder | $5,257 | $6,717-21.7% | $8,388-37.3% | $6,924-24.1% |