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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 | $70,030 | $106,864-34.5% | $147,318-52.5% | $82,637-15.3% |
| Participation rate | 40.9% | 75.5%-34.6pp | 82.1%-41.2pp | 68.1%-27.1pp |
| Annual return | 16.75% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $88 | $3,417-97.4% | $4,593-98.1% | $2,552-96.6% |
| Participant deferral / active EE | $3,125 | $6,496-51.9% | $7,906-60.5% | $4,126-24.3% |
| Admin fee / account holder | $8,557 | $8,415+1.7% | $13,708-37.6% | $7,339+16.6% |