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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 | $69,927 | $98,766-29.2% | $149,730-53.3% | $79,852-12.4% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 13.00% | 27.43%-14.4pp | 276.70%-263.7pp | 31.72%-18.7pp |
| Employer contribution / active EE | $87 | $3,217-97.3% | $4,645-98.1% | $2,471-96.5% |
| Participant deferral / active EE | $2,791 | $5,681-50.9% | $6,843-59.2% | $3,740-25.4% |
| Admin fee / account holder | $2,923 | $6,052-51.7% | $9,310-68.6% | $5,306-44.9% |