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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 | $56,141 | $63,773-12.0% | $81,286-30.9% | $80,925-30.6% |
| Participation rate | 60.4% | 63.9%-3.5pp | 69.5%-9.1pp | 67.7%-7.2pp |
| Annual return | 11.92% | 16.37%-4.4pp | 24.80%-12.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,146 | $3,093-63.0% | $3,883-70.5% | $4,299-73.3% |
| Admin fee / account holder | $3,613 | $5,682-36.4% | $5,764-37.3% | $6,940-47.9% |