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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 | $79,706 | $110,137-27.6% | $161,149-50.5% | $82,637-3.5% |
| Participation rate | 56.3% | 72.4%-16.1pp | 78.8%-22.6pp | 68.1%-11.8pp |
| Annual return | 13.48% | 20.69%-7.2pp | 21.16%-7.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $337 | $2,856-88.2% | $4,360-92.3% | $2,552-86.8% |
| Participant deferral / active EE | $2,135 | $4,575-53.3% | $6,153-65.3% | $4,126-48.3% |
| Admin fee / account holder | $21,426 | $9,467+126.3% | $15,194+41.0% | $7,339+192.0% |