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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 | $62,606 | $114,712-45.4% | $173,730-64.0% | $87,485-28.4% |
| Participation rate | 67.6% | 73.0%-5.3pp | 79.6%-11.9pp | 68.9%-1.3pp |
| Annual return | 15.91% | 20.18%-4.3pp | 19.96%-4.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $687 | $2,904-76.4% | $4,577-85.0% | $2,596-73.6% |
| Participant deferral / active EE | $3,474 | $4,642-25.2% | $6,326-45.1% | $4,274-18.7% |
| Admin fee / account holder | $6,270 | $10,210-38.6% | $17,523-64.2% | $7,775-19.4% |