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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 | $39,631 | $74,535-46.8% | $100,712-60.6% | $82,637-52.0% |
| Participation rate | 60.3% | 61.2%-0.9pp | 69.3%-9.0pp | 68.1%-7.8pp |
| Annual return | 12.44% | 18.92%-6.5pp | 33.27%-20.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $274 | $1,503-81.7% | $2,313-88.1% | $2,552-89.3% |
| Participant deferral / active EE | $2,087 | $3,074-32.1% | $4,085-48.9% | $4,126-49.4% |
| Admin fee / account holder | $884 | $6,576-86.6% | $9,256-90.5% | $7,339-88.0% |