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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 | $61,990 | $106,864-42.0% | $147,318-57.9% | $82,637-25.0% |
| Participation rate | 62.2% | 75.5%-13.3pp | 82.1%-19.9pp | 68.1%-5.9pp |
| Annual return | 34.23% | 27.49%+6.7pp | 70.43%-36.2pp | 53.51%-19.3pp |
| Employer contribution / active EE | $489 | $3,417-85.7% | $4,593-89.4% | $2,552-80.9% |
| Participant deferral / active EE | $4,860 | $6,496-25.2% | $7,906-38.5% | $4,126+17.8% |
| Admin fee / account holder | $6,150 | $8,415-26.9% | $13,708-55.1% | $7,339-16.2% |