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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 | $60,469 | $62,672-3.5% | $185,117-67.3% | $70,126-13.8% |
| Participation rate | 34.1% | 63.8%-29.6pp | 77.3%-43.1pp | 69.5%-35.4pp |
| Annual return | 34.09% | 40.79%-6.7pp | 40.50%-6.4pp | 73.15%-39.1pp |
| Employer contribution / active EE | $23 | $1,753-98.7% | $4,182-99.4% | $2,343-99.0% |
| Participant deferral / active EE | $2,142 | $3,272-34.5% | $5,045-57.5% | $3,332-35.7% |
| Admin fee / account holder | $322 | $3,932-91.8% | $8,159-96.1% | $4,645-93.1% |