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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 | $72,727 | $104,098-30.1% | $140,514-48.2% | $94,015-22.6% |
| Participation rate | 61.5% | 73.7%-12.2pp | 77.8%-16.3pp | 70.8%-9.3pp |
| Annual return | 10.73% | 15.14%-4.4pp | 14.36%-3.6pp | 17.84%-7.1pp |
| Employer contribution / active EE | $577 | $2,388-75.8% | $3,378-82.9% | $2,790-79.3% |
| Participant deferral / active EE | $2,987 | $4,033-25.9% | $4,919-39.3% | $4,249-29.7% |
| Admin fee / account holder | $2,704 | $10,439-74.1% | $13,697-80.3% | $8,951-69.8% |