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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 | $49,322 | $65,361-24.5% | $92,903-46.9% | $72,983-32.4% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 24.04% | 42.11%-18.1pp | 109.43%-85.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $476 | $2,594-81.6% | $3,653-87.0% | $2,440-80.5% |
| Participant deferral / active EE | $1,768 | $3,128-43.5% | $4,238-58.3% | $3,608-51.0% |
| Admin fee / account holder | $4,054 | $4,251-4.6% | $5,795-30.0% | $5,124-20.9% |