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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 | $77,930 | $78,015-0.1% | $178,505-56.3% | $80,959-3.7% |
| Participation rate | 61.6% | 65.7%-4.0pp | 77.1%-15.5pp | 67.7%-6.0pp |
| Annual return | 12.84% | 18.10%-5.3pp | 27.16%-14.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $394 | $2,281-82.8% | $3,955-90.1% | $2,757-85.7% |
| Participant deferral / active EE | $2,534 | $4,406-42.5% | $6,280-59.7% | $4,300-41.1% |
| Admin fee / account holder | $5,918 | $7,160-17.3% | $10,428-43.2% | $6,925-14.5% |