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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 | $63,242 | $97,550-35.2% | $120,344-47.4% | $87,485-27.7% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.7%-19.6pp | 68.9%-11.8pp |
| Annual return | 14.42% | 18.41%-4.0pp | 20.30%-5.9pp | 26.06%-11.6pp |
| Employer contribution / active EE | $305 | $2,291-86.7% | $3,020-89.9% | $2,596-88.2% |
| Participant deferral / active EE | $3,915 | $4,230-7.4% | $5,135-23.8% | $4,274-8.4% |
| Admin fee / account holder | $2,152 | $9,543-77.4% | $12,742-83.1% | $7,775-72.3% |