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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 | $63,028 | $101,778-38.1% | $164,975-61.8% | $80,925-22.1% |
| Participation rate | 28.1% | 71.8%-43.7pp | 78.6%-50.5pp | 67.7%-39.5pp |
| Annual return | 15.84% | 16.73%-0.9pp | 70.12%-54.3pp | 35.65%-19.8pp |
| Employer contribution / active EE | $715 | $2,954-75.8% | $4,343-83.5% | $2,756-74.1% |
| Participant deferral / active EE | $3,793 | $4,477-15.3% | $6,033-37.1% | $4,299-11.8% |
| Admin fee / account holder | $770 | $8,221-90.6% | $12,688-93.9% | $6,940-88.9% |