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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 | $62,730 | $72,492-13.5% | $87,102-28.0% | $72,983-14.0% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 21.60% | 24.46%-2.9pp | 28.19%-6.6pp | 81.01%-59.4pp |
| Employer contribution / active EE | $371 | $1,894-80.4% | $2,521-85.3% | $2,440-84.8% |
| Participant deferral / active EE | $1,826 | $3,270-44.1% | $4,048-54.9% | $3,608-49.4% |
| Admin fee / account holder | $1,220 | $5,055-75.9% | $7,491-83.7% | $5,124-76.2% |