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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 | $61,095 | $94,699-35.5% | $185,441-67.1% | $65,306-6.4% |
| Participation rate | 52.4% | 64.2%-11.8pp | 80.3%-27.9pp | 57.7%-5.3pp |
| Annual return | 16.38% | 16.71%-0.3pp | 20.16%-3.8pp | 21.94%-5.6pp |
| Employer contribution / active EE | $165 | $2,381-93.1% | $4,672-96.5% | $1,967-91.6% |
| Participant deferral / active EE | $1,769 | $3,568-50.4% | $6,152-71.2% | $2,959-40.2% |
| Admin fee / account holder | $12,760 | $4,797+166.0% | $17,890-28.7% | $3,480+266.7% |