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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 | $51,318 | $55,889-8.2% | $76,119-32.6% | $80,935-36.6% |
| Participation rate | 27.6% | 62.1%-34.5pp | 69.1%-41.5pp | 67.7%-40.1pp |
| Annual return | 11.65% | 20.58%-8.9pp | 361.25%-349.6pp | 35.66%-24.0pp |
| Employer contribution / active EE | $341 | $1,866-81.7% | $2,693-87.3% | $2,757-87.6% |
| Participant deferral / active EE | $1,050 | $3,051-65.6% | $4,259-75.3% | $4,299-75.6% |
| Admin fee / account holder | $690 | $5,241-86.8% | $6,421-89.3% | $6,924-90.0% |