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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 | $72,440 | $101,778-28.8% | $164,975-56.1% | $80,925-10.5% |
| Participation rate | 64.3% | 71.8%-7.5pp | 78.6%-14.3pp | 67.7%-3.4pp |
| Annual return | 13.65% | 16.73%-3.1pp | 70.12%-56.5pp | 35.65%-22.0pp |
| Employer contribution / active EE | $760 | $2,954-74.3% | $4,343-82.5% | $2,756-72.4% |
| Participant deferral / active EE | $4,694 | $4,477+4.9% | $6,033-22.2% | $4,299+9.2% |
| Admin fee / account holder | $614 | $8,221-92.5% | $12,688-95.2% | $6,940-91.2% |