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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 | $50,564 | $101,778-50.3% | $164,975-69.4% | $80,925-37.5% |
| Participation rate | 54.3% | 71.8%-17.5pp | 78.6%-24.3pp | 67.7%-13.3pp |
| Annual return | 13.85% | 16.73%-2.9pp | 70.12%-56.3pp | 35.65%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,154 | $4,477-51.9% | $6,033-64.3% | $4,299-49.9% |
| Admin fee / account holder | $6,506 | $8,221-20.9% | $12,688-48.7% | $6,940-6.3% |