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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 | $38,160 | $94,436-59.6% | $115,599-67.0% | $82,637-53.8% |
| Participation rate | 67.2% | 70.4%-3.2pp | 74.3%-7.0pp | 68.1%-0.8pp |
| Annual return | 13.15% | 18.37%-5.2pp | 111.10%-97.9pp | 53.51%-40.4pp |
| Employer contribution / active EE | $620 | $2,324-73.3% | $2,955-79.0% | $2,552-75.7% |
| Participant deferral / active EE | $2,763 | $3,955-30.1% | $4,889-43.5% | $4,126-33.0% |
| Admin fee / account holder | $9,167 | $10,328-11.2% | $12,841-28.6% | $7,339+24.9% |