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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 | $63,247 | $135,956-53.5% | $123,894-49.0% | $273,972-76.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.43% | 56.63%-52.2pp | 47.52%-43.1pp | 41.46%-37.0pp |
| Employer contribution / active EE | $6 | $5,170-99.9% | $4,617-99.9% | $4,869-99.9% |
| Participant deferral / active EE | $2,668 | $6,343-57.9% | $5,984-55.4% | $5,287-49.5% |
| Admin fee / account holder | $953 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |