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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 | $57,794 | $76,407-24.4% | $150,298-61.5% | $82,448-29.9% |
| Participation rate | 58.1% | 66.4%-8.3pp | 77.8%-19.7pp | 68.1%-10.0pp |
| Annual return | 14.36% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $181 | $2,614-93.1% | $4,154-95.7% | $2,551-92.9% |
| Participant deferral / active EE | $2,042 | $3,214-36.5% | $5,453-62.6% | $4,139-50.7% |
| Admin fee / account holder | $1,642 | $6,352-74.1% | $14,116-88.4% | $7,234-77.3% |