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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 | $77,907 | $101,778-23.5% | $164,975-52.8% | $80,925-3.7% |
| Participation rate | 57.7% | 71.8%-14.1pp | 78.6%-20.9pp | 67.7%-9.9pp |
| Annual return | 11.24% | 16.73%-5.5pp | 70.12%-58.9pp | 35.65%-24.4pp |
| Employer contribution / active EE | $529 | $2,954-82.1% | $4,343-87.8% | $2,756-80.8% |
| Participant deferral / active EE | $2,224 | $4,477-50.3% | $6,033-63.1% | $4,299-48.3% |
| Admin fee / account holder | $14,210 | $8,221+72.8% | $12,688+12.0% | $6,940+104.7% |