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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 | $59,080 | $73,787-19.9% | $98,716-40.2% | $82,448-28.3% |
| Participation rate | 46.6% | 61.4%-14.9pp | 69.3%-22.7pp | 68.1%-21.5pp |
| Annual return | 15.30% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $255 | $1,511-83.1% | $2,279-88.8% | $2,551-90.0% |
| Participant deferral / active EE | $2,020 | $3,081-34.5% | $4,048-50.1% | $4,139-51.2% |
| Admin fee / account holder | $1,917 | $6,500-70.5% | $8,703-78.0% | $7,234-73.5% |