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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 | $64,166 | $69,590-7.8% | $136,867-53.1% | $94,015-31.7% |
| Participation rate | 60.0% | 66.3%-6.3pp | 74.5%-14.5pp | 70.8%-10.8pp |
| Annual return | 16.14% | 19.62%-3.5pp | 42.97%-26.8pp | 17.84%-1.7pp |
| Employer contribution / active EE | $212 | $2,396-91.1% | $3,547-94.0% | $2,790-92.4% |
| Participant deferral / active EE | $2,145 | $3,437-37.6% | $4,924-56.4% | $4,249-49.5% |
| Admin fee / account holder | $5,571 | $8,912-37.5% | $10,340-46.1% | $8,951-37.8% |