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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 | $60,796 | $106,524-42.9% | $152,301-60.1% | $87,485-30.5% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.4%-14.8pp | 68.9%-1.3pp |
| Annual return | 15.25% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $533 | $3,371-84.2% | $4,624-88.5% | $2,596-79.5% |
| Participant deferral / active EE | $2,646 | $6,525-59.4% | $8,004-66.9% | $4,274-38.1% |
| Admin fee / account holder | $9,249 | $8,287+11.6% | $14,398-35.8% | $7,775+19.0% |