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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 | $51,221 | $65,361-21.6% | $92,903-44.9% | $72,983-29.8% |
| Participation rate | 51.4% | 68.3%-17.0pp | 76.0%-24.7pp | 69.5%-18.1pp |
| Annual return | 20.48% | 42.11%-21.6pp | 109.43%-89.0pp | 81.01%-60.5pp |
| Employer contribution / active EE | $331 | $2,594-87.2% | $3,653-90.9% | $2,440-86.4% |
| Participant deferral / active EE | $2,295 | $3,128-26.6% | $4,238-45.9% | $3,608-36.4% |
| Admin fee / account holder | $748 | $4,251-82.4% | $5,795-87.1% | $5,124-85.4% |