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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 | $56,291 | $54,541+3.2% | $78,778-28.5% | $70,131-19.7% |
| Participation rate | 36.7% | 60.8%-24.1pp | 69.2%-32.5pp | 69.5%-32.9pp |
| Annual return | 18.30% | 21.07%-2.8pp | 35.62%-17.3pp | 73.14%-54.8pp |
| Employer contribution / active EE | $183 | $1,089-83.2% | $1,986-90.8% | $2,342-92.2% |
| Participant deferral / active EE | $1,300 | $2,210-41.2% | $2,958-56.1% | $3,332-61.0% |
| Admin fee / account holder | $2,743 | $3,709-26.0% | $5,134-46.6% | $4,645-40.9% |