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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 | $95,453-42.6% | $112,040-51.1% | $82,448-33.6% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 14.94% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $507 | $2,318-78.1% | $2,954-82.9% | $2,551-80.1% |
| Participant deferral / active EE | $2,498 | $4,224-40.9% | $5,098-51.0% | $4,139-39.7% |
| Admin fee / account holder | $6,786 | $9,013-24.7% | $12,098-43.9% | $7,234-6.2% |