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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 | $57,383 | $67,602-15.1% | $82,312-30.3% | $70,126-18.2% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 17.22% | 21.57%-4.3pp | 25.88%-8.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $239 | $1,755-86.4% | $2,428-90.1% | $2,343-89.8% |
| Participant deferral / active EE | $1,457 | $2,987-51.2% | $3,706-60.7% | $3,332-56.3% |
| Admin fee / account holder | $4,835 | $4,512+7.2% | $5,608-13.8% | $4,645+4.1% |