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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 | $81,446-48.6% | $103,374-59.5% | $80,874-48.3% |
| Participation rate | 60.4% | 66.9%-6.5pp | 74.5%-14.1pp | 67.6%-7.3pp |
| Annual return | 15.44% | 25.57%-10.1pp | 24.89%-9.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $407 | $3,107-86.9% | $3,869-89.5% | $2,756-85.2% |
| Participant deferral / active EE | $2,507 | $3,870-35.2% | $5,058-50.4% | $4,297-41.7% |
| Admin fee / account holder | $10,281 | $6,715+53.1% | $8,394+22.5% | $6,935+48.2% |