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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 | $53,287 | $110,137-51.6% | $161,149-66.9% | $82,637-35.5% |
| Participation rate | 36.4% | 72.4%-36.0pp | 78.8%-42.5pp | 68.1%-31.7pp |
| Annual return | 12.50% | 20.69%-8.2pp | 21.16%-8.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $763 | $2,856-73.3% | $4,360-82.5% | $2,552-70.1% |
| Participant deferral / active EE | $3,688 | $4,575-19.4% | $6,153-40.1% | $4,126-10.6% |
| Admin fee / account holder | $4,744 | $9,467-49.9% | $15,194-68.8% | $7,339-35.4% |