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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 | $64,320 | $88,707-27.5% | $74,184-13.3% | $273,972-76.5% |
| Participation rate | 36.8% | 79.4%-42.6pp | 76.6%-39.8pp | 83.0%-46.2pp |
| Annual return | 7.90% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $367 | $3,159-88.4% | $2,370-84.5% | $4,869-92.5% |
| Participant deferral / active EE | $1,813 | $4,212-57.0% | $3,550-48.9% | $5,287-65.7% |
| Admin fee / account holder | $8,809 | $8,717+1.1% | $5,586+57.7% | $10,133-13.1% |