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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 | $53,887 | $91,559-41.1% | $133,978-59.8% | $79,856-32.5% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.5pp |
| Annual return | 11.01% | 61.85%-50.8pp | 45.10%-34.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $295 | $2,384-87.6% | $3,919-92.5% | $2,471-88.1% |
| Participant deferral / active EE | $1,983 | $3,734-46.9% | $5,047-60.7% | $3,741-47.0% |
| Admin fee / account holder | $12,069 | $6,321+90.9% | $8,930+35.2% | $5,306+127.4% |