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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 | $62,133 | $89,259-30.4% | $107,187-42.0% | $82,637-24.8% |
| Participation rate | 37.0% | 67.9%-30.9pp | 75.0%-38.0pp | 68.1%-31.0pp |
| Annual return | 16.07% | 21.02%-5.0pp | 204.55%-188.5pp | 53.51%-37.4pp |
| Employer contribution / active EE | $753 | $3,080-75.6% | $3,782-80.1% | $2,552-70.5% |
| Participant deferral / active EE | $3,008 | $4,037-25.5% | $5,096-41.0% | $4,126-27.1% |
| Admin fee / account holder | $11,005 | $7,381+49.1% | $9,162+20.1% | $7,339+50.0% |