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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 | $71,313 | $94,031-24.2% | $115,768-38.4% | $82,448-13.5% |
| Participation rate | 47.1% | 70.4%-23.3pp | 74.4%-27.3pp | 68.1%-20.9pp |
| Annual return | 15.25% | 20.61%-5.4pp | 100.46%-85.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $424 | $2,323-81.8% | $2,940-85.6% | $2,551-83.4% |
| Participant deferral / active EE | $1,866 | $3,972-53.0% | $4,917-62.1% | $4,139-54.9% |
| Admin fee / account holder | $1,896 | $10,249-81.5% | $12,439-84.8% | $7,234-73.8% |