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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 | $61,395 | $81,487-24.7% | $102,412-40.1% | $80,935-24.1% |
| Participation rate | 44.8% | 66.8%-22.1pp | 74.5%-29.7pp | 67.7%-22.9pp |
| Annual return | 11.03% | 25.60%-14.6pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $723 | $3,103-76.7% | $3,870-81.3% | $2,757-73.8% |
| Participant deferral / active EE | $1,894 | $3,871-51.1% | $5,060-62.6% | $4,299-56.0% |
| Admin fee / account holder | $816 | $6,717-87.9% | $8,388-90.3% | $6,924-88.2% |