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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 | $53,001 | $86,949-39.0% | $102,460-48.3% | $80,959-34.5% |
| Participation rate | 26.3% | 72.4%-46.1pp | 76.5%-50.2pp | 67.7%-41.4pp |
| Annual return | 11.26% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $651 | $2,370-72.5% | $3,025-78.5% | $2,757-76.4% |
| Participant deferral / active EE | $2,077 | $4,121-49.6% | $5,056-58.9% | $4,300-51.7% |
| Admin fee / account holder | $16,224 | $8,048+101.6% | $9,460+71.5% | $6,925+134.3% |