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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 | $63,739 | $95,453-33.2% | $112,040-43.1% | $82,448-22.7% |
| Participation rate | 36.4% | 72.8%-36.4pp | 76.5%-40.1pp | 68.1%-31.7pp |
| Annual return | 32.32% | 23.92%+8.4pp | 24.52%+7.8pp | 41.64%-9.3pp |
| Employer contribution / active EE | $387 | $2,318-83.3% | $2,954-86.9% | $2,551-84.8% |
| Participant deferral / active EE | $1,967 | $4,224-53.4% | $5,098-61.4% | $4,139-52.5% |
| Admin fee / account holder | $2,702 | $9,013-70.0% | $12,098-77.7% | $7,234-62.7% |