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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 | $63,846 | $88,672-28.0% | $105,223-39.3% | $82,448-22.6% |
| Participation rate | 51.6% | 67.9%-16.4pp | 75.0%-23.5pp | 68.1%-16.5pp |
| Annual return | 15.42% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $355 | $3,048-88.4% | $3,689-90.4% | $2,551-86.1% |
| Participant deferral / active EE | $2,900 | $4,036-28.1% | $5,072-42.8% | $4,139-29.9% |
| Admin fee / account holder | $6,510 | $7,146-8.9% | $8,859-26.5% | $7,234-10.0% |