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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 | $63,911 | $76,834-16.8% | $108,359-41.0% | $87,485-26.9% |
| Participation rate | 60.4% | 61.7%-1.4pp | 70.1%-9.7pp | 68.9%-8.6pp |
| Annual return | 14.97% | 19.09%-4.1pp | 36.89%-21.9pp | 26.06%-11.1pp |
| Employer contribution / active EE | $298 | $1,556-80.9% | $2,399-87.6% | $2,596-88.5% |
| Participant deferral / active EE | $2,641 | $3,100-14.8% | $4,137-36.2% | $4,274-38.2% |
| Admin fee / account holder | $23,338 | $6,537+257.0% | $9,741+139.6% | $7,775+200.2% |