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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 | $75,357 | $76,696-1.7% | $96,538-21.9% | $71,529+5.4% |
| Participation rate | 47.1% | 66.6%-19.5pp | 74.3%-27.3pp | 67.9%-20.9pp |
| Annual return | 15.21% | 48.32%-33.1pp | 35.74%-20.5pp | 28.97%-13.8pp |
| Employer contribution / active EE | $671 | $3,032-77.9% | $3,740-82.1% | $2,590-74.1% |
| Participant deferral / active EE | $3,071 | $3,770-18.5% | $4,880-37.1% | $4,291-28.4% |
| Admin fee / account holder | $11,167 | $2,030+450.1% | $6,737+65.7% | $1,588+603.0% |