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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 | $50,554 | $86,940-41.9% | $102,434-50.6% | $80,935-37.5% |
| Participation rate | 60.3% | 72.4%-12.1pp | 76.5%-16.2pp | 67.7%-7.3pp |
| Annual return | 17.65% | 18.89%-1.2pp | 29.46%-11.8pp | 35.66%-18.0pp |
| Employer contribution / active EE | $478 | $2,370-79.8% | $3,023-84.2% | $2,757-82.6% |
| Participant deferral / active EE | $2,925 | $4,121-29.0% | $5,055-42.1% | $4,299-32.0% |
| Admin fee / account holder | $2,818 | $8,047-65.0% | $9,462-70.2% | $6,924-59.3% |