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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 | $57,109 | $91,559-37.6% | $133,959-57.4% | $79,858-28.5% |
| Participation rate | 59.2% | 73.3%-14.2pp | 79.8%-20.7pp | 69.6%-10.5pp |
| Annual return | 13.10% | 61.85%-48.8pp | 45.09%-32.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $200 | $2,384-91.6% | $3,919-94.9% | $2,471-91.9% |
| Participant deferral / active EE | $2,254 | $3,734-39.6% | $5,047-55.3% | $3,740-39.7% |
| Admin fee / account holder | $4,337 | $6,321-31.4% | $8,928-51.4% | $5,306-18.3% |