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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 | $55,043 | $84,236-34.7% | $170,435-67.7% | $70,126-21.5% |
| Participation rate | 62.5% | 70.8%-8.3pp | 83.6%-21.1pp | 69.5%-7.0pp |
| Annual return | 15.99% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $280 | $3,387-91.7% | $5,432-94.9% | $2,343-88.1% |
| Participant deferral / active EE | $1,718 | $3,086-44.3% | $4,939-65.2% | $3,332-48.4% |
| Admin fee / account holder | $4,175 | $5,698-26.7% | $13,881-69.9% | $4,645-10.1% |