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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 | $60,707 | $110,137-44.9% | $161,149-62.3% | $82,637-26.5% |
| Participation rate | 63.3% | 72.4%-9.1pp | 78.8%-15.6pp | 68.1%-4.8pp |
| Annual return | 17.31% | 20.69%-3.4pp | 21.16%-3.8pp | 53.51%-36.2pp |
| Employer contribution / active EE | $712 | $2,856-75.1% | $4,360-83.7% | $2,552-72.1% |
| Participant deferral / active EE | $5,285 | $4,575+15.5% | $6,153-14.1% | $4,126+28.1% |
| Admin fee / account holder | $5,847 | $9,467-38.2% | $15,194-61.5% | $7,339-20.3% |