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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 | $60,870 | $67,602-10.0% | $82,312-26.0% | $70,126-13.2% |
| Participation rate | 65.8% | 72.8%-7.0pp | 76.9%-11.1pp | 69.5%-3.8pp |
| Annual return | 13.40% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $269 | $1,755-84.7% | $2,428-88.9% | $2,343-88.5% |
| Participant deferral / active EE | $1,814 | $2,987-39.3% | $3,706-51.1% | $3,332-45.6% |
| Admin fee / account holder | $5,042 | $4,512+11.8% | $5,608-10.1% | $4,645+8.5% |