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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 | $65,706 | $108,825-39.6% | $156,181-57.9% | $82,448-20.3% |
| Participation rate | 61.4% | 72.4%-11.0pp | 78.8%-17.4pp | 68.1%-6.7pp |
| Annual return | 18.22% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,599 | $4,577-21.4% | $6,132-41.3% | $4,139-13.0% |
| Admin fee / account holder | $1,858 | $9,341-80.1% | $14,586-87.3% | $7,234-74.3% |