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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 | $61,107 | $54,763+11.6% | $90,324-32.3% | $72,976-16.3% |
| Participation rate | 56.4% | 65.2%-8.7pp | 73.3%-16.9pp | 69.5%-13.1pp |
| Annual return | 19.00% | 30.63%-11.6pp | 78.15%-59.2pp | 81.02%-62.0pp |
| Employer contribution / active EE | $79 | $2,093-96.2% | $2,856-97.2% | $2,440-96.7% |
| Participant deferral / active EE | $1,308 | $2,887-54.7% | $3,885-66.3% | $3,608-63.8% |
| Admin fee / account holder | $975 | $3,973-75.5% | $5,356-81.8% | $5,124-81.0% |