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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 | $59,248 | $76,407-22.5% | $150,298-60.6% | $82,448-28.1% |
| Participation rate | 38.5% | 66.4%-27.9pp | 77.8%-39.3pp | 68.1%-29.6pp |
| Annual return | 13.50% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $129 | $2,614-95.1% | $4,154-96.9% | $2,551-95.0% |
| Participant deferral / active EE | $2,576 | $3,214-19.9% | $5,453-52.8% | $4,139-37.8% |
| Admin fee / account holder | $1,401 | $6,352-77.9% | $14,116-90.1% | $7,234-80.6% |