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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 | $59,572 | $81,487-26.9% | $102,412-41.8% | $80,935-26.4% |
| Participation rate | 53.7% | 66.8%-13.2pp | 74.5%-20.8pp | 67.7%-14.0pp |
| Annual return | 12.03% | 25.60%-13.6pp | 24.94%-12.9pp | 35.66%-23.6pp |
| Employer contribution / active EE | $768 | $3,103-75.3% | $3,870-80.2% | $2,757-72.2% |
| Participant deferral / active EE | $2,553 | $3,871-34.0% | $5,060-49.6% | $4,299-40.6% |
| Admin fee / account holder | $537 | $6,717-92.0% | $8,388-93.6% | $6,924-92.2% |