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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 | $66,957 | $46,688+43.4% | $189,758-64.7% | $69,733-4.0% |
| Participation rate | 29.3% | 61.7%-32.4pp | 79.8%-50.5pp | 62.5%-33.1pp |
| Annual return | 15.95% | 14.35%+1.6pp | 52.62%-36.7pp | 15.22%+0.7pp |
| Employer contribution / active EE | $287 | $1,695-83.0% | $4,767-94.0% | $2,250-87.2% |
| Participant deferral / active EE | $1,074 | $2,143-49.9% | $5,856-81.7% | $3,054-64.8% |
| Admin fee / account holder | $4,430 | $1,700+160.5% | $20,388-78.3% | $3,102+42.8% |