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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 | $51,584 | $58,851-12.3% | $115,170-55.2% | $72,983-29.3% |
| Participation rate | 30.4% | 65.5%-35.1pp | 75.9%-45.5pp | 69.5%-39.1pp |
| Annual return | 20.07% | 23.16%-3.1pp | 35.60%-15.5pp | 81.01%-60.9pp |
| Employer contribution / active EE | $260 | $1,798-85.5% | $3,179-91.8% | $2,440-89.3% |
| Participant deferral / active EE | $1,018 | $2,643-61.5% | $4,169-75.6% | $3,608-71.8% |
| Admin fee / account holder | $27,298 | $6,370+328.6% | $7,089+285.1% | $5,124+432.7% |