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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 | $70,393 | $71,230-1.2% | $93,727-24.9% | $80,959-13.1% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.7%-12.8pp |
| Annual return | 10.49% | 11.26%-0.8pp | 133.83%-123.3pp | 35.67%-25.2pp |
| Employer contribution / active EE | $297 | $1,565-81.0% | $2,421-87.7% | $2,757-89.2% |
| Participant deferral / active EE | $2,006 | $4,037-50.3% | $4,417-54.6% | $4,300-53.4% |
| Admin fee / account holder | $2,042 | $6,961-70.7% | $8,292-75.4% | $6,925-70.5% |