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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 | $41,840 | $81,504-48.7% | $102,437-59.2% | $80,959-48.3% |
| Participation rate | 60.4% | 66.9%-6.5pp | 74.5%-14.1pp | 67.7%-7.3pp |
| Annual return | 15.44% | 25.60%-10.2pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $407 | $3,104-86.9% | $3,871-89.5% | $2,757-85.2% |
| Participant deferral / active EE | $2,507 | $3,871-35.2% | $5,060-50.5% | $4,300-41.7% |
| Admin fee / account holder | $10,281 | $6,719+53.0% | $8,388+22.6% | $6,925+48.5% |