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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 | $69,946 | $114,712-39.0% | $173,730-59.7% | $87,485-20.0% |
| Participation rate | 62.5% | 73.0%-10.5pp | 79.6%-17.1pp | 68.9%-6.4pp |
| Annual return | 12.01% | 20.18%-8.2pp | 19.96%-7.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $439 | $2,904-84.9% | $4,577-90.4% | $2,596-83.1% |
| Participant deferral / active EE | $2,542 | $4,642-45.2% | $6,326-59.8% | $4,274-40.5% |
| Admin fee / account holder | $9,681 | $10,210-5.2% | $17,523-44.8% | $7,775+24.5% |