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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 | $53,687 | $86,940-38.2% | $102,434-47.6% | $80,935-33.7% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.7%-8.7pp |
| Annual return | 14.77% | 18.89%-4.1pp | 29.46%-14.7pp | 35.66%-20.9pp |
| Employer contribution / active EE | $471 | $2,370-80.1% | $3,023-84.4% | $2,757-82.9% |
| Participant deferral / active EE | $5,063 | $4,121+22.9% | $5,055+0.2% | $4,299+17.8% |
| Admin fee / account holder | $7,298 | $8,047-9.3% | $9,462-22.9% | $6,924+5.4% |