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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 | $50,250 | $90,486-44.5% | $78,676-36.1% | $273,972-81.7% |
| Participation rate | 39.1% | 76.5%-37.4pp | 73.6%-34.4pp | 83.0%-43.9pp |
| Annual return | 6.11% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,767 | $3,901-54.7% | $3,517-49.7% | $5,287-66.6% |
| Admin fee / account holder | $577 | $5,263-89.0% | $4,510-87.2% | $10,133-94.3% |