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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 | $72,492 | $58,577+23.8% | $83,323-13.0% | $64,181+12.9% |
| Participation rate | 44.1% | 72.0%-27.9pp | 77.8%-33.6pp | 69.6%-25.5pp |
| Annual return | 3.08% | 9.65%-6.6pp | 10.63%-7.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $95 | $2,098-95.4% | $3,379-97.2% | $2,381-96.0% |
| Participant deferral / active EE | $2,162 | $4,654-53.5% | $5,565-61.1% | $3,470-37.7% |
| Admin fee / account holder | $3,654 | $9,275-60.6% | $7,539-51.5% | $4,887-25.2% |