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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 | $71,730 | $80,992-11.4% | $96,534-25.7% | $75,173-4.6% |
| Participation rate | 58.1% | 71.8%-13.7pp | 76.0%-17.9pp | 67.2%-9.1pp |
| Annual return | 14.95% | 27.05%-12.1pp | 25.88%-10.9pp | 160.72%-145.8pp |
| Employer contribution / active EE | $637 | $2,283-72.1% | $2,965-78.5% | $2,671-76.1% |
| Participant deferral / active EE | $2,742 | $3,929-30.2% | $4,851-43.5% | $4,126-33.6% |
| Admin fee / account holder | $11,375 | $6,717+69.3% | $8,253+37.8% | $5,651+101.3% |