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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 | $69,960 | $74,535-6.1% | $100,712-30.5% | $82,637-15.3% |
| Participation rate | 32.9% | 61.2%-28.3pp | 69.3%-36.4pp | 68.1%-35.2pp |
| Annual return | 16.69% | 18.92%-2.2pp | 33.27%-16.6pp | 53.51%-36.8pp |
| Employer contribution / active EE | $261 | $1,503-82.6% | $2,313-88.7% | $2,552-89.8% |
| Participant deferral / active EE | $2,373 | $3,074-22.8% | $4,085-41.9% | $4,126-42.5% |
| Admin fee / account holder | $438 | $6,576-93.3% | $9,256-95.3% | $7,339-94.0% |