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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 | $64,178 | $89,364-28.2% | $141,177-54.5% | $72,983-12.1% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 24.81% | 111.86%-87.0pp | 71.40%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $489 | $3,115-84.3% | $4,736-89.7% | $2,440-79.9% |
| Participant deferral / active EE | $6,104 | $5,419+12.6% | $6,710-9.0% | $3,608+69.2% |
| Admin fee / account holder | $3,262 | $5,959-45.3% | $10,263-68.2% | $5,124-36.3% |