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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 | $77,570 | $104,098-25.5% | $140,514-44.8% | $94,015-17.5% |
| Participation rate | 57.5% | 73.7%-16.2pp | 77.8%-20.3pp | 70.8%-13.3pp |
| Annual return | 10.54% | 15.14%-4.6pp | 14.36%-3.8pp | 17.84%-7.3pp |
| Employer contribution / active EE | $136 | $2,388-94.3% | $3,378-96.0% | $2,790-95.1% |
| Participant deferral / active EE | $2,715 | $4,033-32.7% | $4,919-44.8% | $4,249-36.1% |
| Admin fee / account holder | $2,039 | $10,439-80.5% | $13,697-85.1% | $8,951-77.2% |