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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 | $37,505 | $52,306-28.3% | $69,779-46.3% | $62,881-40.4% |
| Participation rate | 60.6% | 67.2%-6.7pp | 71.8%-11.3pp | 69.3%-8.7pp |
| Annual return | 5.91% | 13.35%-7.4pp | 12.99%-7.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $256 | $1,799-85.8% | $2,338-89.0% | $2,281-88.8% |
| Participant deferral / active EE | $1,291 | $2,395-46.1% | $2,931-55.9% | $3,203-59.7% |
| Admin fee / account holder | $6,840 | $3,691+85.3% | $4,381+56.1% | $4,296+59.2% |