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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 | $32,710 | $49,025-33.3% | $87,502-62.6% | $62,881-48.0% |
| Participation rate | 60.0% | 64.9%-4.9pp | 73.8%-13.8pp | 69.3%-9.3pp |
| Annual return | 7.44% | 10.02%-2.6pp | 12.21%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $124 | $1,372-91.0% | $2,550-95.1% | $2,281-94.6% |
| Participant deferral / active EE | $1,348 | $2,289-41.1% | $3,149-57.2% | $3,203-57.9% |
| Admin fee / account holder | $2,417 | $4,065-40.6% | $4,221-42.7% | $4,296-43.7% |