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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 | $63,242 | $95,453-33.7% | $112,040-43.6% | $82,448-23.3% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 14.42% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $305 | $2,318-86.8% | $2,954-89.7% | $2,551-88.0% |
| Participant deferral / active EE | $3,915 | $4,224-7.3% | $5,098-23.2% | $4,139-5.4% |
| Admin fee / account holder | $2,152 | $9,013-76.1% | $12,098-82.2% | $7,234-70.2% |