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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 | $59,891 | $76,112-21.3% | $96,534-38.0% | $71,511-16.2% |
| Participation rate | 54.2% | 74.4%-20.2pp | 76.0%-21.8pp | 67.9%-13.7pp |
| Annual return | 14.48% | 22.81%-8.3pp | 25.88%-11.4pp | 28.86%-14.4pp |
| Employer contribution / active EE | $491 | $2,248-78.1% | $2,965-83.4% | $2,589-81.0% |
| Participant deferral / active EE | $2,176 | $4,217-48.4% | $4,851-55.2% | $4,291-49.3% |
| Admin fee / account holder | $2,717 | $2,708+0.3% | $8,253-67.1% | $1,588+71.1% |