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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 | $63,252 | $101,778-37.9% | $164,975-61.7% | $80,925-21.8% |
| Participation rate | 54.3% | 71.8%-17.6pp | 78.6%-24.4pp | 67.7%-13.4pp |
| Annual return | 17.09% | 16.73%+0.4pp | 70.12%-53.0pp | 35.65%-18.6pp |
| Employer contribution / active EE | $706 | $2,954-76.1% | $4,343-83.7% | $2,756-74.4% |
| Participant deferral / active EE | $2,875 | $4,477-35.8% | $6,033-52.3% | $4,299-33.1% |
| Admin fee / account holder | $5,957 | $8,221-27.5% | $12,688-53.1% | $6,940-14.2% |