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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 | $63,285 | $80,992-21.9% | $96,534-34.4% | $75,173-15.8% |
| Participation rate | 67.1% | 71.8%-4.7pp | 76.0%-8.9pp | 67.2%-0.1pp |
| Annual return | 12.80% | 27.05%-14.2pp | 25.88%-13.1pp | 160.72%-147.9pp |
| Employer contribution / active EE | $501 | $2,283-78.0% | $2,965-83.1% | $2,671-81.2% |
| Participant deferral / active EE | $2,390 | $3,929-39.2% | $4,851-50.7% | $4,126-42.1% |
| Admin fee / account holder | $16,756 | $6,717+149.5% | $8,253+103.0% | $5,651+196.5% |