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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 | $54,190 | $88,672-38.9% | $105,223-48.5% | $82,448-34.3% |
| Participation rate | 60.7% | 67.9%-7.2pp | 75.0%-14.3pp | 68.1%-7.4pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $343 | $3,048-88.8% | $3,689-90.7% | $2,551-86.6% |
| Participant deferral / active EE | $3,014 | $4,036-25.3% | $5,072-40.6% | $4,139-27.2% |
| Admin fee / account holder | $3,967 | $7,146-44.5% | $8,859-55.2% | $7,234-45.2% |