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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 | $39,575 | $56,110-29.5% | $94,993-58.3% | $70,126-43.6% |
| Participation rate | 54.1% | 65.0%-10.9pp | 73.9%-19.8pp | 69.5%-15.4pp |
| Annual return | 13.39% | 51.02%-37.6pp | 27.14%-13.8pp | 73.15%-59.8pp |
| Employer contribution / active EE | $133 | $1,442-90.8% | $2,603-94.9% | $2,343-94.3% |
| Participant deferral / active EE | $1,205 | $2,391-49.6% | $3,317-63.7% | $3,332-63.8% |
| Admin fee / account holder | $983 | $3,456-71.6% | $4,960-80.2% | $4,645-78.8% |