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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 | $79,728 | $81,504-2.2% | $102,437-22.2% | $80,959-1.5% |
| Participation rate | 37.5% | 66.9%-29.4pp | 74.5%-37.0pp | 67.7%-30.2pp |
| Annual return | 13.22% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $691 | $3,104-77.8% | $3,871-82.2% | $2,757-75.0% |
| Participant deferral / active EE | $2,302 | $3,871-40.5% | $5,060-54.5% | $4,300-46.5% |
| Admin fee / account holder | $871 | $6,719-87.0% | $8,388-89.6% | $6,925-87.4% |