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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 | $42,406 | $80,992-47.6% | $96,534-56.1% | $75,173-43.6% |
| Participation rate | 66.7% | 71.8%-5.1pp | 76.0%-9.3pp | 67.2%-0.5pp |
| Annual return | 16.07% | 27.05%-11.0pp | 25.88%-9.8pp | 160.72%-144.7pp |
| Employer contribution / active EE | $125 | $2,283-94.5% | $2,965-95.8% | $2,671-95.3% |
| Participant deferral / active EE | $2,426 | $3,929-38.2% | $4,851-50.0% | $4,126-41.2% |
| Admin fee / account holder | $1,907 | $6,717-71.6% | $8,253-76.9% | $5,651-66.3% |