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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 | $95,404-42.6% | $113,397-51.7% | $82,637-33.7% |
| Participation rate | 67.4% | 72.8%-5.4pp | 76.5%-9.1pp | 68.1%-0.7pp |
| Annual return | 14.94% | 19.08%-4.1pp | 23.20%-8.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $507 | $2,307-78.0% | $2,977-83.0% | $2,552-80.2% |
| Participant deferral / active EE | $2,498 | $4,220-40.8% | $5,076-50.8% | $4,126-39.5% |
| Admin fee / account holder | $6,786 | $9,168-26.0% | $11,957-43.2% | $7,339-7.5% |