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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 | $57,627 | $81,446-29.2% | $103,374-44.3% | $80,874-28.7% |
| Participation rate | 11.4% | 66.9%-55.5pp | 74.5%-63.1pp | 67.6%-56.3pp |
| Annual return | 13.77% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $607 | $3,107-80.5% | $3,869-84.3% | $2,756-78.0% |
| Participant deferral / active EE | $2,008 | $3,870-48.1% | $5,058-60.3% | $4,297-53.3% |
| Admin fee / account holder | $14,362 | $6,715+113.9% | $8,394+71.1% | $6,935+107.1% |