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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 | $65,183 | $76,407-14.7% | $150,298-56.6% | $82,448-20.9% |
| Participation rate | 61.1% | 66.4%-5.3pp | 77.8%-16.6pp | 68.1%-7.0pp |
| Annual return | 15.29% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,879 | $3,214+82.9% | $5,453+7.8% | $4,139+42.0% |
| Admin fee / account holder | $6,873 | $6,352+8.2% | $14,116-51.3% | $7,234-5.0% |