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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 | $72,840 | $86,938-16.2% | $102,423-28.9% | $80,925-10.0% |
| Participation rate | 57.3% | 72.4%-15.1pp | 76.5%-19.2pp | 67.7%-10.3pp |
| Annual return | 11.50% | 18.89%-7.4pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $495 | $2,369-79.1% | $3,023-83.6% | $2,756-82.1% |
| Participant deferral / active EE | $2,396 | $4,120-41.9% | $5,054-52.6% | $4,299-44.3% |
| Admin fee / account holder | $5,249 | $8,053-34.8% | $9,455-44.5% | $6,940-24.4% |