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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 | $67,432 | $89,259-24.5% | $107,187-37.1% | $82,637-18.4% |
| Participation rate | 53.1% | 67.9%-14.9pp | 75.0%-22.0pp | 68.1%-15.0pp |
| Annual return | 16.92% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $742 | $3,080-75.9% | $3,782-80.4% | $2,552-70.9% |
| Participant deferral / active EE | $4,424 | $4,037+9.6% | $5,096-13.2% | $4,126+7.2% |
| Admin fee / account holder | $867 | $7,381-88.3% | $9,162-90.5% | $7,339-88.2% |