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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 | $61,247 | $71,208-14.0% | $93,681-34.6% | $80,911-24.3% |
| Participation rate | 65.1% | 60.4%+4.7pp | 68.7%-3.7pp | 67.6%-2.6pp |
| Annual return | 22.07% | 11.27%+10.8pp | 133.47%-111.4pp | 35.63%-13.6pp |
| Employer contribution / active EE | $308 | $1,564-80.3% | $2,422-87.3% | $2,756-88.8% |
| Participant deferral / active EE | $2,616 | $4,035-35.2% | $4,415-40.7% | $4,297-39.1% |
| Admin fee / account holder | $1,250 | $6,951-82.0% | $8,290-84.9% | $6,935-82.0% |