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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 | $84,149 | $91,559-8.1% | $133,978-37.2% | $79,856+5.4% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 14.47% | 61.85%-47.4pp | 45.10%-30.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $505 | $2,384-78.8% | $3,919-87.1% | $2,471-79.6% |
| Participant deferral / active EE | $2,670 | $3,734-28.5% | $5,047-47.1% | $3,741-28.6% |
| Admin fee / account holder | $15,667 | $6,321+147.9% | $8,930+75.4% | $5,306+195.2% |