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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 | $37,387 | $57,073-34.5% | $85,126-56.1% | $80,925-53.8% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.5pp |
| Annual return | 13.26% | 21.69%-8.4pp | 66.63%-53.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,139 | $3,113+65.1% | $4,523+13.6% | $4,299+19.5% |
| Admin fee / account holder | $4,476 | $4,988-10.3% | $6,160-27.3% | $6,940-35.5% |