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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 | $95,453-27.7% | $112,040-38.4% | $82,448-16.3% |
| Participation rate | 48.6% | 72.8%-24.1pp | 76.5%-27.8pp | 68.1%-19.4pp |
| Annual return | 12.47% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $294 | $2,318-87.3% | $2,954-90.1% | $2,551-88.5% |
| Participant deferral / active EE | $2,089 | $4,224-50.5% | $5,098-59.0% | $4,139-49.5% |
| Admin fee / account holder | $21,751 | $9,013+141.3% | $12,098+79.8% | $7,234+200.7% |