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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 | $55,021 | $74,535-26.2% | $100,712-45.4% | $82,637-33.4% |
| Participation rate | 34.1% | 61.2%-27.1pp | 69.3%-35.2pp | 68.1%-33.9pp |
| Annual return | 13.36% | 18.92%-5.6pp | 33.27%-19.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $247 | $1,503-83.6% | $2,313-89.3% | $2,552-90.3% |
| Participant deferral / active EE | $1,647 | $3,074-46.4% | $4,085-59.7% | $4,126-60.1% |
| Admin fee / account holder | $5,560 | $6,576-15.4% | $9,256-39.9% | $7,339-24.2% |