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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 | $89,259-41.7% | $107,187-51.5% | $82,637-37.0% |
| Participation rate | 62.9% | 67.9%-5.1pp | 75.0%-12.2pp | 68.1%-5.2pp |
| Annual return | 14.29% | 21.02%-6.7pp | 204.55%-190.3pp | 53.51%-39.2pp |
| Employer contribution / active EE | $395 | $3,080-87.2% | $3,782-89.5% | $2,552-84.5% |
| Participant deferral / active EE | $2,564 | $4,037-36.5% | $5,096-49.7% | $4,126-37.9% |
| Admin fee / account holder | $3,637 | $7,381-50.7% | $9,162-60.3% | $7,339-50.4% |