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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 | $51,218 | $81,457-37.1% | $103,378-50.5% | $80,911-36.7% |
| Participation rate | 27.1% | 66.8%-39.7pp | 74.5%-47.4pp | 67.6%-40.5pp |
| Annual return | 22.39% | 25.58%-3.2pp | 24.91%-2.5pp | 35.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,190 | $3,871-17.6% | $5,058-36.9% | $4,297-25.8% |
| Admin fee / account holder | $9,164 | $6,717+36.4% | $8,401+9.1% | $6,935+32.1% |