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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 | $54,779 | $97,550-43.8% | $120,344-54.5% | $87,485-37.4% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.7%-9.3pp | 68.9%-1.5pp |
| Annual return | 14.94% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.1pp |
| Employer contribution / active EE | $507 | $2,291-77.9% | $3,020-83.2% | $2,596-80.5% |
| Participant deferral / active EE | $2,498 | $4,230-41.0% | $5,135-51.4% | $4,274-41.6% |
| Admin fee / account holder | $6,786 | $9,543-28.9% | $12,742-46.7% | $7,775-12.7% |