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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 | $28,811 | $72,272-60.1% | $101,264-71.5% | $79,858-63.9% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 11.78% | 22.30%-10.5pp | 46.48%-34.7pp | 31.72%-19.9pp |
| Employer contribution / active EE | $332 | $2,692-87.7% | $3,660-90.9% | $2,471-86.6% |
| Participant deferral / active EE | $2,525 | $3,282-23.1% | $4,370-42.2% | $3,740-32.5% |
| Admin fee / account holder | $3,627 | $4,401-17.6% | $5,947-39.0% | $5,306-31.6% |