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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 | $52,794 | $104,098-49.3% | $140,514-62.4% | $94,015-43.8% |
| Participation rate | 52.3% | 73.7%-21.4pp | 77.8%-25.5pp | 70.8%-18.5pp |
| Annual return | 10.71% | 15.14%-4.4pp | 14.36%-3.6pp | 17.84%-7.1pp |
| Employer contribution / active EE | $106 | $2,388-95.6% | $3,378-96.9% | $2,790-96.2% |
| Participant deferral / active EE | $2,223 | $4,033-44.9% | $4,919-54.8% | $4,249-47.7% |
| Admin fee / account holder | $1,376 | $10,439-86.8% | $13,697-90.0% | $8,951-84.6% |