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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 | $47,566 | $78,425-39.3% | $95,956-50.4% | $79,858-40.4% |
| Participation rate | 60.6% | 73.5%-12.9pp | 77.1%-16.5pp | 69.6%-9.0pp |
| Annual return | 10.30% | 19.37%-9.1pp | 91.63%-81.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $310 | $1,945-84.1% | $2,541-87.8% | $2,471-87.5% |
| Participant deferral / active EE | $3,097 | $3,440-10.0% | $4,167-25.7% | $3,740-17.2% |
| Admin fee / account holder | $6,643 | $5,622+18.2% | $6,797-2.3% | $5,306+25.2% |