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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 | $62,844 | $88,672-29.1% | $105,223-40.3% | $82,448-23.8% |
| Participation rate | 39.1% | 67.9%-28.8pp | 75.0%-35.9pp | 68.1%-28.9pp |
| Annual return | 16.01% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $766 | $3,048-74.9% | $3,689-79.2% | $2,551-70.0% |
| Participant deferral / active EE | $2,457 | $4,036-39.1% | $5,072-51.6% | $4,139-40.6% |
| Admin fee / account holder | $1,992 | $7,146-72.1% | $8,859-77.5% | $7,234-72.5% |