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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 | $60,917 | $81,262-25.0% | $155,602-60.9% | $80,911-24.7% |
| Participation rate | 65.7% | 66.2%-0.6pp | 78.2%-12.5pp | 67.6%-2.0pp |
| Annual return | 17.59% | 33.34%-15.8pp | 64.81%-47.2pp | 35.63%-18.0pp |
| Employer contribution / active EE | $335 | $3,102-89.2% | $4,675-92.8% | $2,756-87.9% |
| Participant deferral / active EE | $3,063 | $3,451-11.2% | $5,629-45.6% | $4,297-28.7% |
| Admin fee / account holder | $15,344 | $7,992+92.0% | $15,923-3.6% | $6,935+121.3% |