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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 | $61,812 | $81,487-24.1% | $102,412-39.6% | $80,935-23.6% |
| Participation rate | 30.0% | 66.8%-36.8pp | 74.5%-44.5pp | 67.7%-37.7pp |
| Annual return | 10.96% | 25.60%-14.6pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $765 | $3,103-75.3% | $3,870-80.2% | $2,757-72.2% |
| Participant deferral / active EE | $2,246 | $3,871-42.0% | $5,060-55.6% | $4,299-47.8% |
| Admin fee / account holder | $47,323 | $6,717+604.5% | $8,388+464.2% | $6,924+583.4% |