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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 | $63,003 | $66,673-5.5% | $203,872-69.1% | $65,306-3.5% |
| Participation rate | 61.2% | 53.8%+7.4pp | 77.8%-16.6pp | 57.7%+3.5pp |
| Annual return | 14.17% | 15.81%-1.6pp | 85.11%-70.9pp | 21.94%-7.8pp |
| Employer contribution / active EE | $291 | $1,702-82.9% | $3,757-92.3% | $1,967-85.2% |
| Participant deferral / active EE | $3,258 | $2,944+10.7% | $6,388-49.0% | $2,959+10.1% |
| Admin fee / account holder | $2,390 | $5,686-58.0% | $11,730-79.6% | $3,480-31.3% |