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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 | $68,823 | $84,953-19.0% | $163,379-57.9% | $82,637-16.7% |
| Participation rate | 41.2% | 65.9%-24.8pp | 76.8%-35.6pp | 68.1%-26.9pp |
| Annual return | 13.51% | 23.07%-9.6pp | 63.41%-49.9pp | 53.51%-40.0pp |
| Employer contribution / active EE | $226 | $2,183-89.6% | $3,752-94.0% | $2,552-91.1% |
| Participant deferral / active EE | $2,157 | $4,326-50.1% | $6,282-65.7% | $4,126-47.7% |
| Admin fee / account holder | $10,525 | $7,921+32.9% | $9,818+7.2% | $7,339+43.4% |