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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 | $49,255 | $54,757-10.0% | $90,304-45.5% | $72,975-32.5% |
| Participation rate | 12.1% | 65.2%-53.1pp | 73.3%-61.2pp | 69.5%-57.4pp |
| Annual return | 19.19% | 30.63%-11.4pp | 78.13%-58.9pp | 81.01%-61.8pp |
| Employer contribution / active EE | $83 | $2,093-96.1% | $2,855-97.1% | $2,440-96.6% |
| Participant deferral / active EE | $2,064 | $2,887-28.5% | $3,885-46.9% | $3,608-42.8% |
| Admin fee / account holder | $2,321 | $3,973-41.6% | $5,354-56.6% | $5,124-54.7% |