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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 | $59,563 | $71,230-16.4% | $93,727-36.5% | $80,959-26.4% |
| Participation rate | 18.8% | 60.4%-41.6pp | 68.7%-49.9pp | 67.7%-48.8pp |
| Annual return | 10.06% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $330 | $1,565-78.9% | $2,421-86.4% | $2,757-88.0% |
| Participant deferral / active EE | $1,690 | $4,037-58.2% | $4,417-61.7% | $4,300-60.7% |
| Admin fee / account holder | $2,793 | $6,961-59.9% | $8,292-66.3% | $6,925-59.7% |