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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 | $26,366 | $39,132-32.6% | $57,196-53.9% | $62,881-58.1% |
| Participation rate | 62.3% | 70.5%-8.2pp | 75.3%-13.0pp | 69.3%-7.0pp |
| Annual return | 5.39% | 9.24%-3.9pp | 14.59%-9.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $130 | $1,874-93.0% | $2,683-95.1% | $2,281-94.3% |
| Participant deferral / active EE | $1,398 | $2,374-41.1% | $3,096-54.8% | $3,203-56.4% |
| Admin fee / account holder | $4,027 | $2,594+55.2% | $3,141+28.2% | $4,296-6.3% |