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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 | $39,072 | $67,411-42.0% | $91,004-57.1% | $70,126-44.3% |
| Participation rate | 69.9% | 71.4%-1.5pp | 75.6%-5.7pp | 69.5%+0.3pp |
| Annual return | 17.85% | -40.16%+58.0pp | 4.60%+13.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $140 | $1,786-92.2% | $2,456-94.3% | $2,343-94.0% |
| Participant deferral / active EE | $1,626 | $2,823-42.4% | $3,548-54.2% | $3,332-51.2% |
| Admin fee / account holder | $1,700 | $4,236-59.9% | $5,417-68.6% | $4,645-63.4% |