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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 | $76,072 | $73,518+3.5% | $63,003+20.7% | $147,585-48.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.8%-14.8pp | 82.8%-22.8pp |
| Annual return | 11.70% | 175.46%-163.8pp | 87.59%-75.9pp | 578.56%-566.9pp |
| Employer contribution / active EE | $305 | $3,322-90.8% | $2,760-89.0% | $4,876-93.8% |
| Participant deferral / active EE | $2,988 | $4,183-28.6% | $3,329-10.2% | $5,439-45.1% |
| Admin fee / account holder | $536 | $5,952-91.0% | $3,600-85.1% | $10,885-95.1% |