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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 | $74,741 | $110,137-32.1% | $161,149-53.6% | $82,637-9.6% |
| Participation rate | 64.5% | 72.4%-7.8pp | 78.8%-14.3pp | 68.1%-3.5pp |
| Annual return | 15.94% | 20.69%-4.7pp | 21.16%-5.2pp | 53.51%-37.6pp |
| Employer contribution / active EE | $513 | $2,856-82.1% | $4,360-88.2% | $2,552-79.9% |
| Participant deferral / active EE | $2,189 | $4,575-52.2% | $6,153-64.4% | $4,126-47.0% |
| Admin fee / account holder | $8,863 | $9,467-6.4% | $15,194-41.7% | $7,339+20.8% |