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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 | $63,762 | $86,940-26.7% | $102,434-37.8% | $80,935-21.2% |
| Participation rate | 55.4% | 72.4%-17.0pp | 76.5%-21.2pp | 67.7%-12.3pp |
| Annual return | 11.81% | 18.89%-7.1pp | 29.46%-17.6pp | 35.66%-23.9pp |
| Employer contribution / active EE | $390 | $2,370-83.6% | $3,023-87.1% | $2,757-85.9% |
| Participant deferral / active EE | $2,401 | $4,121-41.7% | $5,055-52.5% | $4,299-44.2% |
| Admin fee / account holder | $1,863 | $8,047-76.9% | $9,462-80.3% | $6,924-73.1% |