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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 | $69,327 | $109,359-36.6% | $162,177-57.3% | $72,975-5.0% |
| Participation rate | 51.5% | 84.3%-32.7pp | 87.6%-36.0pp | 69.5%-18.0pp |
| Annual return | 17.74% | 25.46%-7.7pp | 115.60%-97.9pp | 81.01%-63.3pp |
| Employer contribution / active EE | $451 | $3,907-88.5% | $5,613-92.0% | $2,440-81.5% |
| Participant deferral / active EE | $4,308 | $5,481-21.4% | $7,297-41.0% | $3,608+19.4% |
| Admin fee / account holder | $1,214 | $7,972-84.8% | $10,843-88.8% | $5,124-76.3% |