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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 | $78,530 | $62,672+25.3% | $185,117-57.6% | $70,126+12.0% |
| Participation rate | 45.2% | 63.8%-18.5pp | 77.3%-32.0pp | 69.5%-24.3pp |
| Annual return | 19.88% | 40.79%-20.9pp | 40.50%-20.6pp | 73.15%-53.3pp |
| Employer contribution / active EE | $270 | $1,753-84.6% | $4,182-93.5% | $2,343-88.5% |
| Participant deferral / active EE | $1,657 | $3,272-49.4% | $5,045-67.2% | $3,332-50.3% |
| Admin fee / account holder | $3,193 | $3,932-18.8% | $8,159-60.9% | $4,645-31.3% |