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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 | $50,125 | $99,345-49.5% | $84,753-40.9% | $273,972-81.7% |
| Participation rate | 34.8% | 80.7%-45.9pp | 76.6%-41.8pp | 83.0%-48.2pp |
| Annual return | 8.28% | 22.93%-14.6pp | 22.78%-14.5pp | 41.46%-33.2pp |
| Employer contribution / active EE | $231 | $4,214-94.5% | $3,574-93.5% | $4,869-95.3% |
| Participant deferral / active EE | $2,367 | $4,270-44.6% | $3,712-36.2% | $5,287-55.2% |
| Admin fee / account holder | $2,470 | $6,645-62.8% | $5,333-53.7% | $10,133-75.6% |