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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 | $87,743 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 17.90% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $626 | $3,939-84.1% | $3,689-83.0% | $4,156-84.9% |
| Participant deferral / active EE | $5,422 | $5,500-1.4% | $5,072+6.9% | $6,407-15.4% |
| Admin fee / account holder | $4,561 | $9,721-53.1% | $8,859-48.5% | $12,270-62.8% |