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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 | $68,674 | $65,364+5.1% | $92,909-26.1% | $72,975-5.9% |
| Participation rate | 36.2% | 68.3%-32.1pp | 76.0%-39.8pp | 69.5%-33.3pp |
| Annual return | 16.75% | 42.11%-25.4pp | 109.44%-92.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,114 | $3,128-32.4% | $4,238-50.1% | $3,608-41.4% |
| Admin fee / account holder | $2,210 | $4,251-48.0% | $5,795-61.9% | $5,124-56.9% |