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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 | $75,203 | $81,504-7.7% | $102,437-26.6% | $80,959-7.1% |
| Participation rate | 39.5% | 66.9%-27.3pp | 74.5%-35.0pp | 67.7%-28.1pp |
| Annual return | 10.59% | 25.60%-15.0pp | 24.95%-14.4pp | 35.67%-25.1pp |
| Employer contribution / active EE | $176 | $3,104-94.3% | $3,871-95.5% | $2,757-93.6% |
| Participant deferral / active EE | $2,143 | $3,871-44.6% | $5,060-57.7% | $4,300-50.2% |
| Admin fee / account holder | $14,020 | $6,719+108.6% | $8,388+67.1% | $6,925+102.4% |