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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 | $66,463 | $80,983-17.9% | $96,544-31.2% | $75,177-11.6% |
| Participation rate | 62.7% | 71.8%-9.1pp | 76.0%-13.3pp | 67.2%-4.5pp |
| Annual return | 31.97% | 27.05%+4.9pp | 25.88%+6.1pp | 160.75%-128.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,610 | $3,929+119.2% | $4,851+77.5% | $4,126+108.7% |
| Admin fee / account holder | $4,190 | $6,717-37.6% | $8,254-49.2% | $5,651-25.9% |