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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 | $56,553 | $68,586-17.5% | $120,380-53.0% | $80,911-30.1% |
| Participation rate | 53.6% | 61.6%-8.0pp | 71.9%-18.3pp | 67.6%-14.0pp |
| Annual return | 18.26% | 23.62%-5.4pp | 107.28%-89.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $252 | $2,053-87.7% | $3,465-92.7% | $2,756-90.9% |
| Participant deferral / active EE | $1,268 | $3,174-60.0% | $4,992-74.6% | $4,297-70.5% |
| Admin fee / account holder | $2,141 | $5,733-62.7% | $9,421-77.3% | $6,935-69.1% |