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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 | $49,220 | $89,367-44.9% | $141,191-65.1% | $72,975-32.6% |
| Participation rate | 69.4% | 75.1%-5.8pp | 82.5%-13.1pp | 69.5%-0.1pp |
| Annual return | 20.02% | 111.87%-91.8pp | 71.41%-51.4pp | 81.01%-61.0pp |
| Employer contribution / active EE | $610 | $3,115-80.4% | $4,736-87.1% | $2,440-75.0% |
| Participant deferral / active EE | $4,246 | $5,419-21.6% | $6,710-36.7% | $3,608+17.7% |
| Admin fee / account holder | $3,324 | $5,957-44.2% | $10,264-67.6% | $5,124-35.1% |