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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 | $73,063 | $71,230+2.6% | $93,727-22.0% | $80,959-9.8% |
| Participation rate | 36.4% | 60.4%-24.0pp | 68.7%-32.3pp | 67.7%-31.3pp |
| Annual return | 10.01% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $291 | $1,565-81.4% | $2,421-88.0% | $2,757-89.5% |
| Participant deferral / active EE | $1,796 | $4,037-55.5% | $4,417-59.3% | $4,300-58.2% |
| Admin fee / account holder | $1,333 | $6,961-80.9% | $8,292-83.9% | $6,925-80.8% |