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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 | $71,854 | $81,476-11.8% | $102,383-29.8% | $80,925-11.2% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 11.31% | 25.59%-14.3pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $326 | $3,105-89.5% | $3,870-91.6% | $2,756-88.2% |
| Participant deferral / active EE | $2,209 | $3,871-42.9% | $5,060-56.3% | $4,299-48.6% |
| Admin fee / account holder | $5,826 | $6,717-13.3% | $8,391-30.6% | $6,940-16.1% |