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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 | $35,062 | $87,106-59.7% | $105,607-66.8% | $80,935-56.7% |
| Participation rate | 60.6% | 70.4%-9.9pp | 75.3%-14.7pp | 67.7%-7.1pp |
| Annual return | 14.24% | 17.01%-2.8pp | 116.11%-101.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $335 | $2,396-86.0% | $3,167-89.4% | $2,757-87.9% |
| Participant deferral / active EE | $2,819 | $3,986-29.3% | $5,011-43.8% | $4,299-34.4% |
| Admin fee / account holder | $6,763 | $8,447-19.9% | $10,958-38.3% | $6,924-2.3% |