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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 | $66,979 | $108,825-38.5% | $156,181-57.1% | $82,448-18.8% |
| Participation rate | 64.3% | 72.4%-8.1pp | 78.8%-14.5pp | 68.1%-3.8pp |
| Annual return | 15.92% | 20.59%-4.7pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $335 | $2,870-88.3% | $4,294-92.2% | $2,551-86.9% |
| Participant deferral / active EE | $2,131 | $4,577-53.4% | $6,132-65.2% | $4,139-48.5% |
| Admin fee / account holder | $908 | $9,341-90.3% | $14,586-93.8% | $7,234-87.4% |