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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 | $76,507 | $108,825-29.7% | $156,181-51.0% | $82,448-7.2% |
| Participation rate | 61.0% | 72.4%-11.4pp | 78.8%-17.8pp | 68.1%-7.1pp |
| Annual return | 15.23% | 20.59%-5.4pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $704 | $2,870-75.5% | $4,294-83.6% | $2,551-72.4% |
| Participant deferral / active EE | $2,038 | $4,577-55.5% | $6,132-66.8% | $4,139-50.8% |
| Admin fee / account holder | $4,983 | $9,341-46.7% | $14,586-65.8% | $7,234-31.1% |