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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 | $71,258 | $81,487-12.6% | $102,412-30.4% | $80,935-12.0% |
| Participation rate | 26.7% | 66.8%-40.2pp | 74.5%-47.8pp | 67.7%-41.0pp |
| Annual return | 18.53% | 25.60%-7.1pp | 24.94%-6.4pp | 35.66%-17.1pp |
| Employer contribution / active EE | $788 | $3,103-74.6% | $3,870-79.6% | $2,757-71.4% |
| Participant deferral / active EE | $2,119 | $3,871-45.3% | $5,060-58.1% | $4,299-50.7% |
| Admin fee / account holder | $1,747 | $6,717-74.0% | $8,388-79.2% | $6,924-74.8% |