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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 | $51,525 | $68,878-25.2% | $120,574-57.3% | $80,935-36.3% |
| Participation rate | 53.1% | 61.7%-8.5pp | 71.9%-18.8pp | 67.7%-14.5pp |
| Annual return | 10.36% | 23.67%-13.3pp | 107.42%-97.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $478 | $2,065-76.8% | $3,471-86.2% | $2,757-82.6% |
| Participant deferral / active EE | $1,933 | $3,189-39.4% | $4,996-61.3% | $4,299-55.0% |
| Admin fee / account holder | $5,286 | $5,782-8.6% | $9,445-44.0% | $6,924-23.7% |