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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 | $70,553 | $87,037-18.9% | $106,201-33.6% | $80,874-12.8% |
| Participation rate | 60.9% | 70.4%-9.6pp | 75.3%-14.4pp | 67.6%-6.8pp |
| Annual return | 15.45% | 17.05%-1.6pp | 116.26%-100.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $72 | $2,396-97.0% | $3,170-97.7% | $2,756-97.4% |
| Participant deferral / active EE | $2,473 | $3,986-38.0% | $5,012-50.7% | $4,297-42.4% |
| Admin fee / account holder | $12,451 | $8,434+47.6% | $11,039+12.8% | $6,935+79.5% |