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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 | $50,569 | $153,769-67.1% | $133,975-62.3% | $273,972-81.5% |
| Participation rate | 68.4% | 88.4%-19.9pp | 87.1%-18.6pp | 83.0%-14.6pp |
| Annual return | 7.58% | 36.51%-28.9pp | 29.29%-21.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,135 | $6,029-81.2% | $5,211-78.2% | $4,869-76.7% |
| Participant deferral / active EE | $3,021 | $6,958-56.6% | $6,282-51.9% | $5,287-42.9% |
| Admin fee / account holder | $3,118 | $11,765-73.5% | $9,324-66.6% | $10,133-69.2% |