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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 | $58,400 | $57,119+2.2% | $85,187-31.4% | $80,935-27.8% |
| Participation rate | 61.1% | 56.4%+4.7pp | 67.5%-6.4pp | 67.7%-6.6pp |
| Annual return | 10.70% | 21.70%-11.0pp | 66.67%-56.0pp | 35.66%-25.0pp |
| Employer contribution / active EE | $19 | $1,802-98.9% | $2,732-99.3% | $2,757-99.3% |
| Participant deferral / active EE | $2,389 | $3,115-23.3% | $4,525-47.2% | $4,299-44.4% |
| Admin fee / account holder | $1,139 | $4,990-77.2% | $6,162-81.5% | $6,924-83.6% |