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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 | $74,491 | $108,882-31.6% | $96,754-23.0% | $154,746-51.9% |
| Participation rate | 21.4% | 75.1%-53.7pp | 70.3%-48.8pp | 80.7%-59.3pp |
| Annual return | 14.09% | 98.39%-84.3pp | 82.04%-67.9pp | 172.34%-158.2pp |
| Employer contribution / active EE | $169 | $3,018-94.4% | $2,679-93.7% | $4,379-96.1% |
| Participant deferral / active EE | $2,496 | $5,323-53.1% | $4,758-47.5% | $6,730-62.9% |
| Admin fee / account holder | $2,504 | $10,200-75.4% | $8,905-71.9% | $14,365-82.6% |