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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 | $75,238 | $106,749-29.5% | $145,433-48.3% | $82,448-8.7% |
| Participation rate | 68.4% | 75.6%-7.2pp | 82.1%-13.7pp | 68.1%+0.4pp |
| Annual return | 99.36% | 27.59%+71.8pp | 66.58%+32.8pp | 41.64%+57.7pp |
| Employer contribution / active EE | $669 | $3,444-80.6% | $4,554-85.3% | $2,551-73.8% |
| Participant deferral / active EE | $8,861 | $6,519+35.9% | $7,897+12.2% | $4,139+114.1% |
| Admin fee / account holder | $1,430 | $8,390-83.0% | $13,129-89.1% | $7,234-80.2% |