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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 | $58,600 | $84,953-31.0% | $163,379-64.1% | $82,637-29.1% |
| Participation rate | 62.9% | 65.9%-3.0pp | 76.8%-13.9pp | 68.1%-5.2pp |
| Annual return | 13.59% | 23.07%-9.5pp | 63.41%-49.8pp | 53.51%-39.9pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,729 | $4,326-36.9% | $6,282-56.5% | $4,126-33.8% |
| Admin fee / account holder | $15,238 | $7,921+92.4% | $9,818+55.2% | $7,339+107.6% |