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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 | $49,729 | $162,821-69.5% | $133,978-62.9% | $158,982-68.7% |
| Participation rate | 38.5% | 83.2%-44.8pp | 79.8%-41.4pp | 82.0%-43.5pp |
| Annual return | 6.50% | 41.95%-35.4pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $823 | $4,976-83.5% | $3,919-79.0% | $4,763-82.7% |
| Participant deferral / active EE | $2,104 | $5,910-64.4% | $5,047-58.3% | $5,983-64.8% |
| Admin fee / account holder | $11,606 | $11,742-1.2% | $8,930+30.0% | $11,252+3.1% |