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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 | $69,763 | $94,031-25.8% | $115,768-39.7% | $82,448-15.4% |
| Participation rate | 35.1% | 70.4%-35.4pp | 74.4%-39.3pp | 68.1%-33.0pp |
| Annual return | 16.15% | 20.61%-4.5pp | 100.46%-84.3pp | 41.64%-25.5pp |
| Employer contribution / active EE | $553 | $2,323-76.2% | $2,940-81.2% | $2,551-78.3% |
| Participant deferral / active EE | $2,156 | $3,972-45.7% | $4,917-56.1% | $4,139-47.9% |
| Admin fee / account holder | $12,167 | $10,249+18.7% | $12,439-2.2% | $7,234+68.2% |