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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 | $74,615 | $76,407-2.3% | $150,298-50.4% | $82,448-9.5% |
| Participation rate | 58.9% | 66.4%-7.5pp | 77.8%-18.8pp | 68.1%-9.1pp |
| Annual return | 14.98% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $296 | $2,614-88.7% | $4,154-92.9% | $2,551-88.4% |
| Participant deferral / active EE | $1,409 | $3,214-56.2% | $5,453-74.2% | $4,139-65.9% |
| Admin fee / account holder | $19,785 | $6,352+211.5% | $14,116+40.2% | $7,234+173.5% |