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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 | $60,791 | $82,972-26.7% | $103,374-41.2% | $77,671-21.7% |
| Participation rate | 32.2% | 71.5%-39.4pp | 74.5%-42.3pp | 70.6%-38.4pp |
| Annual return | 12.56% | 19.14%-6.6pp | 24.89%-12.3pp | 31.21%-18.6pp |
| Employer contribution / active EE | $731 | $3,554-79.4% | $3,869-81.1% | $2,726-73.2% |
| Participant deferral / active EE | $1,883 | $4,108-54.2% | $5,058-62.8% | $4,648-59.5% |
| Admin fee / account holder | $4,933 | $639+672.6% | $8,394-41.2% | $430+1046.3% |