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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 | $54,229 | $76,112-28.8% | $96,534-43.8% | $71,511-24.2% |
| Participation rate | 60.8% | 74.4%-13.6pp | 76.0%-15.2pp | 67.9%-7.2pp |
| Annual return | 16.28% | 22.81%-6.5pp | 25.88%-9.6pp | 28.86%-12.6pp |
| Employer contribution / active EE | $422 | $2,248-81.2% | $2,965-85.8% | $2,589-83.7% |
| Participant deferral / active EE | $2,103 | $4,217-50.1% | $4,851-56.6% | $4,291-51.0% |
| Admin fee / account holder | $816 | $2,708-69.9% | $8,253-90.1% | $1,588-48.6% |