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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 | $73,198 | $71,230+2.8% | $93,727-21.9% | $80,959-9.6% |
| Participation rate | 26.5% | 60.4%-33.9pp | 68.7%-42.2pp | 67.7%-41.2pp |
| Annual return | 10.18% | 11.26%-1.1pp | 133.83%-123.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $83 | $1,565-94.7% | $2,421-96.6% | $2,757-97.0% |
| Participant deferral / active EE | $1,472 | $4,037-63.5% | $4,417-66.7% | $4,300-65.8% |
| Admin fee / account holder | $7,037 | $6,961+1.1% | $8,292-15.1% | $6,925+1.6% |