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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 | $51,919 | $88,672-41.4% | $105,223-50.7% | $82,448-37.0% |
| Participation rate | 51.2% | 67.9%-16.7pp | 75.0%-23.8pp | 68.1%-16.8pp |
| Annual return | 19.18% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $788 | $3,048-74.2% | $3,689-78.6% | $2,551-69.1% |
| Participant deferral / active EE | $2,225 | $4,036-44.9% | $5,072-56.1% | $4,139-46.2% |
| Admin fee / account holder | $9,284 | $7,146+29.9% | $8,859+4.8% | $7,234+28.3% |