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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 | $68,523 | $70,430-2.7% | $96,572-29.0% | $85,851-20.2% |
| Participation rate | 36.5% | 61.8%-25.3pp | 69.8%-33.3pp | 69.3%-32.8pp |
| Annual return | 14.66% | 18.58%-3.9pp | 37.79%-23.1pp | 318.63%-304.0pp |
| Employer contribution / active EE | $267 | $1,413-81.1% | $2,357-88.7% | $2,565-89.6% |
| Participant deferral / active EE | $1,574 | $2,894-45.6% | $3,850-59.1% | $3,952-60.2% |
| Admin fee / account holder | $11,251 | $4,996+125.2% | $6,183+82.0% | $6,261+79.7% |