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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 | $64,890 | $81,262-20.1% | $155,602-58.3% | $80,911-19.8% |
| Participation rate | 17.4% | 66.2%-48.8pp | 78.2%-60.8pp | 67.6%-50.3pp |
| Annual return | 13.26% | 33.34%-20.1pp | 64.81%-51.5pp | 35.63%-22.4pp |
| Employer contribution / active EE | $336 | $3,102-89.2% | $4,675-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $1,108 | $3,451-67.9% | $5,629-80.3% | $4,297-74.2% |
| Admin fee / account holder | $990 | $7,992-87.6% | $15,923-93.8% | $6,935-85.7% |