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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 | $55,164 | $94,031-41.3% | $115,768-52.3% | $82,448-33.1% |
| Participation rate | 69.2% | 70.4%-1.2pp | 74.4%-5.2pp | 68.1%+1.2pp |
| Annual return | 14.80% | 20.61%-5.8pp | 100.46%-85.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $388 | $2,323-83.3% | $2,940-86.8% | $2,551-84.8% |
| Participant deferral / active EE | $2,602 | $3,972-34.5% | $4,917-47.1% | $4,139-37.1% |
| Admin fee / account holder | $4,634 | $10,249-54.8% | $12,439-62.8% | $7,234-35.9% |