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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 | $67,043 | $70,418-4.8% | $96,570-30.6% | $85,847-21.9% |
| Participation rate | 59.5% | 61.8%-2.4pp | 69.8%-10.4pp | 69.3%-9.9pp |
| Annual return | 19.67% | 18.59%+1.1pp | 37.79%-18.1pp | 318.61%-298.9pp |
| Employer contribution / active EE | $81 | $1,413-94.3% | $2,357-96.6% | $2,565-96.9% |
| Participant deferral / active EE | $2,322 | $2,894-19.8% | $3,849-39.7% | $3,952-41.2% |
| Admin fee / account holder | $3,136 | $4,995-37.2% | $6,182-49.3% | $6,261-49.9% |