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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 | $43,074 | $87,037-50.5% | $106,201-59.4% | $80,874-46.7% |
| Participation rate | 64.8% | 70.4%-5.7pp | 75.3%-10.5pp | 67.6%-2.9pp |
| Annual return | 14.72% | 17.05%-2.3pp | 116.26%-101.5pp | 35.62%-20.9pp |
| Employer contribution / active EE | $358 | $2,396-85.0% | $3,170-88.7% | $2,756-87.0% |
| Participant deferral / active EE | $1,949 | $3,986-51.1% | $5,012-61.1% | $4,297-54.6% |
| Admin fee / account holder | $4,672 | $8,434-44.6% | $11,039-57.7% | $6,935-32.6% |