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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 | $108,825-51.0% | $156,181-65.9% | $82,448-35.4% |
| Participation rate | 36.4% | 72.4%-36.0pp | 78.8%-42.5pp | 68.1%-31.7pp |
| Annual return | 12.50% | 20.59%-8.1pp | 64.87%-52.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $763 | $2,870-73.4% | $4,294-82.2% | $2,551-70.1% |
| Participant deferral / active EE | $3,688 | $4,577-19.4% | $6,132-39.9% | $4,139-10.9% |
| Admin fee / account holder | $4,744 | $9,341-49.2% | $14,586-67.5% | $7,234-34.4% |