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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 | $35,135 | $86,919-59.6% | $102,457-65.7% | $80,911-56.6% |
| Participation rate | 66.0% | 72.4%-6.4pp | 76.5%-10.5pp | 67.6%-1.6pp |
| Annual return | 12.02% | 18.90%-6.9pp | 29.41%-17.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $490 | $2,368-79.3% | $3,022-83.8% | $2,756-82.2% |
| Participant deferral / active EE | $3,417 | $4,119-17.0% | $5,054-32.4% | $4,297-20.5% |
| Admin fee / account holder | $10,194 | $8,049+26.6% | $9,451+7.9% | $6,935+47.0% |