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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 | $64,062 | $109,359-41.4% | $162,171-60.5% | $72,983-12.2% |
| Participation rate | 57.8% | 84.3%-26.4pp | 87.6%-29.7pp | 69.5%-11.7pp |
| Annual return | 28.48% | 25.46%+3.0pp | 115.60%-87.1pp | 81.01%-52.5pp |
| Employer contribution / active EE | $478 | $3,907-87.8% | $5,613-91.5% | $2,440-80.4% |
| Participant deferral / active EE | $4,578 | $5,481-16.5% | $7,297-37.3% | $3,608+26.9% |
| Admin fee / account holder | $2,958 | $7,972-62.9% | $10,843-72.7% | $5,124-42.3% |