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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 | $69,541 | $108,825-36.1% | $156,181-55.5% | $82,448-15.7% |
| Participation rate | 52.6% | 72.4%-19.7pp | 78.8%-26.2pp | 68.1%-15.4pp |
| Annual return | 14.94% | 20.59%-5.7pp | 64.87%-49.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $411 | $2,870-85.7% | $4,294-90.4% | $2,551-83.9% |
| Participant deferral / active EE | $3,136 | $4,577-31.5% | $6,132-48.9% | $4,139-24.2% |
| Admin fee / account holder | $6,789 | $9,341-27.3% | $14,586-53.5% | $7,234-6.2% |