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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 | $79,732 | $123,793-35.6% | $177,827-55.2% | $79,858-0.2% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 24.39% | 22.82%+1.6pp | 48.32%-23.9pp | 31.72%-7.3pp |
| Employer contribution / active EE | $613 | $4,095-85.0% | $5,918-89.7% | $2,471-75.2% |
| Participant deferral / active EE | $8,585 | $5,956+44.1% | $7,713+11.3% | $3,740+129.5% |
| Admin fee / account holder | $4,486 | $7,243-38.1% | $12,429-63.9% | $5,306-15.4% |