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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 | $57,182 | $86,919-34.2% | $102,457-44.2% | $80,911-29.3% |
| Participation rate | 59.0% | 72.4%-13.4pp | 76.5%-17.5pp | 67.6%-8.6pp |
| Annual return | 12.77% | 18.90%-6.1pp | 29.41%-16.6pp | 35.63%-22.9pp |
| Employer contribution / active EE | $238 | $2,368-90.0% | $3,022-92.1% | $2,756-91.4% |
| Participant deferral / active EE | $2,620 | $4,119-36.4% | $5,054-48.2% | $4,297-39.0% |
| Admin fee / account holder | $7,007 | $8,049-12.9% | $9,451-25.9% | $6,935+1.1% |