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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 | $42,743 | $86,949-50.8% | $102,460-58.3% | $80,959-47.2% |
| Participation rate | 60.7% | 72.4%-11.7pp | 76.5%-15.8pp | 67.7%-7.0pp |
| Annual return | 10.66% | 18.89%-8.2pp | 29.47%-18.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $462 | $2,370-80.5% | $3,025-84.7% | $2,757-83.2% |
| Participant deferral / active EE | $2,138 | $4,121-48.1% | $5,056-57.7% | $4,300-50.3% |
| Admin fee / account holder | $1,646 | $8,048-79.5% | $9,460-82.6% | $6,925-76.2% |