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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 | $71,208-1.1% | $93,681-24.9% | $80,911-13.0% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.6%-12.8pp |
| Annual return | 10.49% | 11.27%-0.8pp | 133.47%-123.0pp | 35.63%-25.1pp |
| Employer contribution / active EE | $297 | $1,564-81.0% | $2,422-87.7% | $2,756-89.2% |
| Participant deferral / active EE | $2,006 | $4,035-50.3% | $4,415-54.6% | $4,297-53.3% |
| Admin fee / account holder | $2,042 | $6,951-70.6% | $8,290-75.4% | $6,935-70.6% |