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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 | $51,183 | $81,504-37.2% | $102,437-50.0% | $80,959-36.8% |
| Participation rate | 66.7% | 66.9%-0.2pp | 74.5%-7.8pp | 67.7%-1.0pp |
| Annual return | 11.42% | 25.60%-14.2pp | 24.95%-13.5pp | 35.67%-24.3pp |
| Employer contribution / active EE | $142 | $3,104-95.4% | $3,871-96.3% | $2,757-94.9% |
| Participant deferral / active EE | $1,673 | $3,871-56.8% | $5,060-66.9% | $4,300-61.1% |
| Admin fee / account holder | $869 | $6,719-87.1% | $8,388-89.6% | $6,925-87.4% |