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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 | $60,583 | $63,082-4.0% | $81,716-25.9% | $79,852-24.1% |
| Participation rate | 62.0% | 67.5%-5.6pp | 72.0%-10.0pp | 69.6%-7.7pp |
| Annual return | 13.45% | 22.66%-9.2pp | 29.49%-16.0pp | 31.72%-18.3pp |
| Employer contribution / active EE | $313 | $1,795-82.6% | $4,310-92.7% | $2,471-87.3% |
| Participant deferral / active EE | $1,570 | $2,780-43.5% | $7,108-77.9% | $3,740-58.0% |
| Admin fee / account holder | $12,668 | $4,428+186.1% | $5,159+145.5% | $5,306+138.7% |