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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 | $47,354 | $148,623-68.1% | $135,974-65.2% | $139,466-66.0% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 80.25% | 79.30%+1.0pp | 68.30%+11.9pp | 373.66%-293.4pp |
| Employer contribution / active EE | $948 | $5,246-81.9% | $4,859-80.5% | $4,754-80.1% |
| Participant deferral / active EE | $4,145 | $8,103-48.8% | $7,760-46.6% | $6,712-38.2% |
| Admin fee / account holder | $8,448 | $12,406-31.9% | $10,767-21.5% | $11,409-25.9% |