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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 | $71,258 | $95,404-25.3% | $113,397-37.2% | $82,637-13.8% |
| Participation rate | 56.5% | 72.8%-16.3pp | 76.5%-20.0pp | 68.1%-11.5pp |
| Annual return | 13.05% | 19.08%-6.0pp | 23.20%-10.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $438 | $2,307-81.0% | $2,977-85.3% | $2,552-82.8% |
| Participant deferral / active EE | $2,343 | $4,220-44.5% | $5,076-53.8% | $4,126-43.2% |
| Admin fee / account holder | $4,271 | $9,168-53.4% | $11,957-64.3% | $7,339-41.8% |