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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 | $61,814 | $81,504-24.2% | $102,437-39.7% | $80,959-23.6% |
| Participation rate | 38.9% | 66.9%-28.0pp | 74.5%-35.6pp | 67.7%-28.8pp |
| Annual return | 12.85% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $649 | $3,104-79.1% | $3,871-83.2% | $2,757-76.5% |
| Participant deferral / active EE | $3,586 | $3,871-7.3% | $5,060-29.1% | $4,300-16.6% |
| Admin fee / account holder | $1,601 | $6,719-76.2% | $8,388-80.9% | $6,925-76.9% |