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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 | $52,032 | $88,672-41.3% | $105,223-50.6% | $82,448-36.9% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 14.29% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $395 | $3,048-87.0% | $3,689-89.3% | $2,551-84.5% |
| Participant deferral / active EE | $2,564 | $4,036-36.5% | $5,072-49.5% | $4,139-38.1% |
| Admin fee / account holder | $3,637 | $7,146-49.1% | $8,859-58.9% | $7,234-49.7% |