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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 | $46,330 | $81,487-43.1% | $102,412-54.8% | $80,935-42.8% |
| Participation rate | 60.8% | 66.8%-6.1pp | 74.5%-13.7pp | 67.7%-6.9pp |
| Annual return | 12.12% | 25.60%-13.5pp | 24.94%-12.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $656 | $3,103-78.9% | $3,870-83.1% | $2,757-76.2% |
| Participant deferral / active EE | $5,013 | $3,871+29.5% | $5,060-0.9% | $4,299+16.6% |
| Admin fee / account holder | $74,235 | $6,717+1005.1% | $8,388+785.1% | $6,924+972.1% |