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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 | $62,125 | $121,671-48.9% | $211,142-70.6% | $64,340-3.4% |
| Participation rate | 51.5% | 76.5%-25.0pp | 87.3%-35.8pp | 55.2%-3.8pp |
| Annual return | 18.98% | 21.43%-2.4pp | 46.84%-27.9pp | 24.14%-5.2pp |
| Employer contribution / active EE | $1,033 | $4,066-74.6% | $6,442-84.0% | $1,862-44.5% |
| Participant deferral / active EE | $4,015 | $6,049-33.6% | $9,284-56.8% | $2,980+34.7% |
| Admin fee / account holder | $2,836 | $4,774-40.6% | $19,076-85.1% | $3,703-23.4% |