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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 | $61,527 | $83,485-26.3% | $125,195-50.9% | $72,976-15.7% |
| Participation rate | 57.0% | 73.3%-16.3pp | 79.8%-22.8pp | 69.5%-12.5pp |
| Annual return | 18.47% | 25.77%-7.3pp | 43.79%-25.3pp | 81.02%-62.5pp |
| Employer contribution / active EE | $434 | $2,346-81.5% | $3,866-88.8% | $2,440-82.2% |
| Participant deferral / active EE | $3,314 | $3,586-7.6% | $4,937-32.9% | $3,608-8.1% |
| Admin fee / account holder | $14,616 | $5,518+164.9% | $9,704+50.6% | $5,124+185.2% |