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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 | $69,013 | $95,404-27.7% | $113,397-39.1% | $82,637-16.5% |
| Participation rate | 48.6% | 72.8%-24.2pp | 76.5%-27.8pp | 68.1%-19.4pp |
| Annual return | 12.47% | 19.08%-6.6pp | 23.20%-10.7pp | 53.51%-41.0pp |
| Employer contribution / active EE | $294 | $2,307-87.3% | $2,977-90.1% | $2,552-88.5% |
| Participant deferral / active EE | $2,089 | $4,220-50.5% | $5,076-58.8% | $4,126-49.4% |
| Admin fee / account holder | $21,751 | $9,168+137.2% | $11,957+81.9% | $7,339+196.4% |