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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 | $66,243 | $54,757+21.0% | $90,304-26.6% | $72,975-9.2% |
| Participation rate | 46.2% | 65.2%-19.0pp | 73.3%-27.1pp | 69.5%-23.3pp |
| Annual return | 23.40% | 30.63%-7.2pp | 78.13%-54.7pp | 81.01%-57.6pp |
| Employer contribution / active EE | $217 | $2,093-89.6% | $2,855-92.4% | $2,440-91.1% |
| Participant deferral / active EE | $1,075 | $2,887-62.8% | $3,885-72.3% | $3,608-70.2% |
| Admin fee / account holder | $8,617 | $3,973+116.9% | $5,354+60.9% | $5,124+68.2% |