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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 | $19,720 | $65,364-69.8% | $92,909-78.8% | $72,975-73.0% |
| Participation rate | 62.5% | 68.3%-5.8pp | 76.0%-13.5pp | 69.5%-7.0pp |
| Annual return | 19.71% | 42.11%-22.4pp | 109.44%-89.7pp | 81.01%-61.3pp |
| Employer contribution / active EE | $567 | $2,594-78.2% | $3,653-84.5% | $2,440-76.8% |
| Participant deferral / active EE | $1,556 | $3,128-50.3% | $4,238-63.3% | $3,608-56.9% |
| Admin fee / account holder | $4,321 | $4,251+1.7% | $5,795-25.4% | $5,124-15.7% |