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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 | $50,264 | $101,795-50.6% | $165,100-69.6% | $80,959-37.9% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.7%-16.1pp |
| Annual return | 12.01% | 16.73%-4.7pp | 70.21%-58.2pp | 35.67%-23.7pp |
| Employer contribution / active EE | $743 | $2,954-74.8% | $4,348-82.9% | $2,757-73.0% |
| Participant deferral / active EE | $2,760 | $4,476-38.3% | $6,035-54.3% | $4,300-35.8% |
| Admin fee / account holder | $2,094 | $8,221-74.5% | $12,696-83.5% | $6,925-69.8% |