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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 | $71,291 | $76,367-6.6% | $93,614-23.8% | $72,983-2.3% |
| Participation rate | 44.2% | 71.7%-27.6pp | 75.8%-31.6pp | 69.5%-25.3pp |
| Annual return | 19.17% | 25.82%-6.6pp | 32.76%-13.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $323 | $2,275-85.8% | $2,718-88.1% | $2,440-86.8% |
| Participant deferral / active EE | $1,630 | $3,538-53.9% | $4,069-59.9% | $3,608-54.8% |
| Admin fee / account holder | $1,669 | $6,838-75.6% | $7,889-78.8% | $5,124-67.4% |