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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 | $74,741 | $115,931-35.5% | $185,441-59.7% | $86,983-14.1% |
| Participation rate | 64.5% | 73.6%-9.1pp | 80.3%-15.7pp | 69.5%-5.0pp |
| Annual return | 15.94% | 21.47%-5.5pp | 20.16%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $513 | $2,937-82.5% | $4,672-89.0% | $2,584-80.2% |
| Participant deferral / active EE | $2,189 | $4,551-51.9% | $6,152-64.4% | $4,194-47.8% |
| Admin fee / account holder | $8,863 | $10,687-17.1% | $17,890-50.5% | $7,856+12.8% |