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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 | $67,720 | $138,386-51.1% | $184,260-63.2% | $80,935-16.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 86.8%-36.8pp | 67.7%-17.7pp |
| Annual return | 15.05% | 20.02%-5.0pp | 28.84%-13.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,185 | $4,851-75.6% | $6,427-81.6% | $2,757-57.0% |
| Participant deferral / active EE | $5,575 | $7,076-21.2% | $9,133-39.0% | $4,299+29.7% |
| Admin fee / account holder | $2,997 | $10,489-71.4% | $13,898-78.4% | $6,924-56.7% |