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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 | $76,590 | $106,864-28.3% | $147,318-48.0% | $82,637-7.3% |
| Participation rate | 30.0% | 75.5%-45.5pp | 82.1%-52.1pp | 68.1%-38.1pp |
| Annual return | 16.36% | 27.49%-11.1pp | 70.43%-54.1pp | 53.51%-37.1pp |
| Employer contribution / active EE | $41 | $3,417-98.8% | $4,593-99.1% | $2,552-98.4% |
| Participant deferral / active EE | $4,197 | $6,496-35.4% | $7,906-46.9% | $4,126+1.7% |
| Admin fee / account holder | $8,347 | $8,415-0.8% | $13,708-39.1% | $7,339+13.7% |