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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 | $67,099 | $81,504-17.7% | $102,437-34.5% | $80,959-17.1% |
| Participation rate | 19.2% | 66.9%-47.6pp | 74.5%-55.3pp | 67.7%-48.4pp |
| Annual return | 12.89% | 25.60%-12.7pp | 24.95%-12.1pp | 35.67%-22.8pp |
| Employer contribution / active EE | $765 | $3,104-75.3% | $3,871-80.2% | $2,757-72.2% |
| Participant deferral / active EE | $1,827 | $3,871-52.8% | $5,060-63.9% | $4,300-57.5% |
| Admin fee / account holder | $1,258 | $6,719-81.3% | $8,388-85.0% | $6,925-81.8% |