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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 | $62,103 | $58,048+7.0% | $94,215-34.1% | $65,306-4.9% |
| Participation rate | 35.0% | 45.3%-10.3pp | 70.0%-35.0pp | 57.7%-22.7pp |
| Annual return | 14.46% | 19.61%-5.2pp | 28.22%-13.8pp | 21.94%-7.5pp |
| Employer contribution / active EE | $70 | $1,427-95.1% | $2,675-97.4% | $1,967-96.4% |
| Participant deferral / active EE | $2,020 | $2,407-16.1% | $4,276-52.8% | $2,959-31.8% |
| Admin fee / account holder | $5,085 | $4,610+10.3% | $10,216-50.2% | $3,480+46.1% |