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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 | $70,653 | $91,559-22.8% | $133,978-47.3% | $79,856-11.5% |
| Participation rate | 62.9% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.7pp |
| Annual return | 12.03% | 61.85%-49.8pp | 45.10%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $423 | $2,384-82.2% | $3,919-89.2% | $2,471-82.9% |
| Participant deferral / active EE | $3,817 | $3,734+2.2% | $5,047-24.4% | $3,741+2.1% |
| Admin fee / account holder | $2,292 | $6,321-63.7% | $8,930-74.3% | $5,306-56.8% |