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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 | $63,367 | $106,749-40.6% | $145,433-56.4% | $82,448-23.1% |
| Participation rate | 55.9% | 75.6%-19.8pp | 82.1%-26.2pp | 68.1%-12.2pp |
| Annual return | 15.97% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $516 | $3,444-85.0% | $4,554-88.7% | $2,551-79.8% |
| Participant deferral / active EE | $3,769 | $6,519-42.2% | $7,897-52.3% | $4,139-9.0% |
| Admin fee / account holder | $3,873 | $8,390-53.8% | $13,129-70.5% | $7,234-46.5% |