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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 | $59,447 | $93,589-36.5% | $135,942-56.3% | $75,181-20.9% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 67.2%+0.1pp |
| Annual return | 19.98% | 30.90%-10.9pp | 68.28%-48.3pp | 160.69%-140.7pp |
| Employer contribution / active EE | $722 | $3,537-79.6% | $4,858-85.1% | $2,671-73.0% |
| Participant deferral / active EE | $5,990 | $6,405-6.5% | $7,759-22.8% | $4,126+45.2% |
| Admin fee / account holder | $1,168 | $6,977-83.3% | $10,764-89.2% | $5,650-79.3% |