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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 | $75,442 | $95,404-20.9% | $113,397-33.5% | $82,637-8.7% |
| Participation rate | 52.8% | 72.8%-20.0pp | 76.5%-23.7pp | 68.1%-15.2pp |
| Annual return | 13.88% | 19.08%-5.2pp | 23.20%-9.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $609 | $2,307-73.6% | $2,977-79.5% | $2,552-76.1% |
| Participant deferral / active EE | $3,600 | $4,220-14.7% | $5,076-29.1% | $4,126-12.7% |
| Admin fee / account holder | $3,716 | $9,168-59.5% | $11,957-68.9% | $7,339-49.4% |