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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 | $86,123 | $145,431-40.8% | $211,142-59.2% | $87,485-1.6% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.3%-47.3pp | 68.9%-28.9pp |
| Annual return | 17.38% | 27.21%-9.8pp | 46.84%-29.5pp | 26.06%-8.7pp |
| Employer contribution / active EE | $567 | $4,662-87.8% | $6,442-91.2% | $2,596-78.1% |
| Participant deferral / active EE | $4,753 | $6,859-30.7% | $9,284-48.8% | $4,274+11.2% |
| Admin fee / account holder | $1,575 | $17,052-90.8% | $19,076-91.7% | $7,775-79.7% |