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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 | $106,864-49.0% | $147,318-63.0% | $82,637-34.0% |
| Participation rate | 51.5% | 75.5%-24.0pp | 82.1%-30.5pp | 68.1%-16.5pp |
| Annual return | 15.43% | 27.49%-12.1pp | 70.43%-55.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $271 | $3,417-92.1% | $4,593-94.1% | $2,552-89.4% |
| Participant deferral / active EE | $4,729 | $6,496-27.2% | $7,906-40.2% | $4,126+14.6% |
| Admin fee / account holder | $6,278 | $8,415-25.4% | $13,708-54.2% | $7,339-14.5% |