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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 | $60,562 | $72,607-16.6% | $90,259-32.9% | $87,485-30.8% |
| Participation rate | 27.0% | 64.8%-37.8pp | 70.7%-43.7pp | 68.9%-41.9pp |
| Annual return | 18.52% | 18.59%-0.1pp | 18.88%-0.4pp | 26.06%-7.5pp |
| Employer contribution / active EE | $210 | $1,919-89.0% | $2,291-90.8% | $2,596-91.9% |
| Participant deferral / active EE | $1,412 | $3,055-53.8% | $3,827-63.1% | $4,274-67.0% |
| Admin fee / account holder | $930 | $5,947-84.4% | $7,267-87.2% | $7,775-88.0% |