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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 | $62,458 | $78,707-20.6% | $117,861-47.0% | $70,126-10.9% |
| Participation rate | 39.1% | 73.2%-34.1pp | 79.7%-40.5pp | 69.5%-30.4pp |
| Annual return | 16.81% | 23.30%-6.5pp | 335.11%-318.3pp | 73.15%-56.3pp |
| Employer contribution / active EE | $359 | $2,223-83.8% | $3,786-90.5% | $2,343-84.7% |
| Participant deferral / active EE | $2,579 | $3,297-21.8% | $4,482-42.5% | $3,332-22.6% |
| Admin fee / account holder | $1,805 | $5,066-64.4% | $8,021-77.5% | $4,645-61.1% |