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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 | $64,506 | $86,940-25.8% | $102,434-37.0% | $80,935-20.3% |
| Participation rate | 47.1% | 72.4%-25.3pp | 76.5%-29.4pp | 67.7%-20.6pp |
| Annual return | 11.60% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $251 | $2,370-89.4% | $3,023-91.7% | $2,757-90.9% |
| Participant deferral / active EE | $1,955 | $4,121-52.6% | $5,055-61.3% | $4,299-54.5% |
| Admin fee / account holder | $15,633 | $8,047+94.3% | $9,462+65.2% | $6,924+125.8% |