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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 | $70,819 | $81,457-13.1% | $103,378-31.5% | $80,911-12.5% |
| Participation rate | 55.4% | 66.8%-11.5pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 13.54% | 25.58%-12.0pp | 24.91%-11.4pp | 35.63%-22.1pp |
| Employer contribution / active EE | $336 | $3,107-89.2% | $3,870-91.3% | $2,756-87.8% |
| Participant deferral / active EE | $3,061 | $3,871-20.9% | $5,058-39.5% | $4,297-28.8% |
| Admin fee / account holder | $5,467 | $6,717-18.6% | $8,401-34.9% | $6,935-21.2% |