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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 | $62,192 | $91,760-32.2% | $156,181-60.2% | $67,986-8.5% |
| Participation rate | 54.5% | 65.0%-10.5pp | 78.8%-24.3pp | 57.2%-2.7pp |
| Annual return | 16.54% | 18.14%-1.6pp | 64.87%-48.3pp | 31.67%-15.1pp |
| Employer contribution / active EE | $537 | $2,419-77.8% | $4,294-87.5% | $2,019-73.4% |
| Participant deferral / active EE | $2,073 | $3,960-47.6% | $6,132-66.2% | $3,358-38.3% |
| Admin fee / account holder | $5,491 | $3,949+39.1% | $14,586-62.4% | $3,203+71.4% |