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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 | $63,393 | $101,795-37.7% | $165,100-61.6% | $80,959-21.7% |
| Participation rate | 62.8% | 71.8%-9.0pp | 78.6%-15.8pp | 67.7%-4.8pp |
| Annual return | 15.02% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $385 | $2,954-87.0% | $4,348-91.2% | $2,757-86.1% |
| Participant deferral / active EE | $2,288 | $4,476-48.9% | $6,035-62.1% | $4,300-46.8% |
| Admin fee / account holder | $2,061 | $8,221-74.9% | $12,696-83.8% | $6,925-70.2% |