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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 | $56,082 | $77,814-27.9% | $158,223-64.6% | $86,983-35.5% |
| Participation rate | 53.6% | 68.4%-14.8pp | 79.2%-25.6pp | 69.5%-16.0pp |
| Annual return | 16.64% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $258 | $2,592-90.0% | $4,109-93.7% | $2,584-90.0% |
| Participant deferral / active EE | $2,492 | $3,270-23.8% | $5,467-54.4% | $4,194-40.6% |
| Admin fee / account holder | $3,360 | $5,879-42.9% | $16,047-79.1% | $7,856-57.2% |