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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 | $54,527 | $106,749-48.9% | $145,433-62.5% | $82,448-33.9% |
| Participation rate | 51.5% | 75.6%-24.1pp | 82.1%-30.6pp | 68.1%-16.5pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $271 | $3,444-92.1% | $4,554-94.0% | $2,551-89.4% |
| Participant deferral / active EE | $4,729 | $6,519-27.5% | $7,897-40.1% | $4,139+14.2% |
| Admin fee / account holder | $6,278 | $8,390-25.2% | $13,129-52.2% | $7,234-13.2% |