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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 | $57,132 | $94,436-39.5% | $115,599-50.6% | $82,637-30.9% |
| Participation rate | 51.3% | 70.4%-19.1pp | 74.3%-23.0pp | 68.1%-16.7pp |
| Annual return | 15.21% | 18.37%-3.2pp | 111.10%-95.9pp | 53.51%-38.3pp |
| Employer contribution / active EE | $558 | $2,324-76.0% | $2,955-81.1% | $2,552-78.1% |
| Participant deferral / active EE | $2,232 | $3,955-43.6% | $4,889-54.4% | $4,126-45.9% |
| Admin fee / account holder | $8,861 | $10,328-14.2% | $12,841-31.0% | $7,339+20.7% |