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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 | $29,927 | $89,367-66.5% | $141,191-78.8% | $72,975-59.0% |
| Participation rate | 68.8% | 75.1%-6.4pp | 82.5%-13.7pp | 69.5%-0.7pp |
| Annual return | 22.25% | 111.87%-89.6pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $552 | $3,115-82.3% | $4,736-88.3% | $2,440-77.4% |
| Participant deferral / active EE | $4,124 | $5,419-23.9% | $6,710-38.5% | $3,608+14.3% |
| Admin fee / account holder | $1,168 | $5,957-80.4% | $10,264-88.6% | $5,124-77.2% |