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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 | $59,333 | $100,194-40.8% | $122,979-51.8% | $86,983-31.8% |
| Participation rate | 41.4% | 73.0%-31.6pp | 77.2%-35.8pp | 69.5%-28.2pp |
| Annual return | 11.61% | 16.47%-4.9pp | 20.12%-8.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $341 | $2,326-85.3% | $3,062-88.9% | $2,584-86.8% |
| Participant deferral / active EE | $2,532 | $4,133-38.7% | $5,003-49.4% | $4,194-39.6% |
| Admin fee / account holder | $13,312 | $10,148+31.2% | $12,864+3.5% | $7,856+69.5% |