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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 | $73,334 | $94,031-22.0% | $115,768-36.7% | $82,448-11.1% |
| Participation rate | 20.0% | 70.4%-50.4pp | 74.4%-54.4pp | 68.1%-48.1pp |
| Annual return | 16.23% | 20.61%-4.4pp | 100.46%-84.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $437 | $2,323-81.2% | $2,940-85.1% | $2,551-82.9% |
| Participant deferral / active EE | $2,572 | $3,972-35.3% | $4,917-47.7% | $4,139-37.9% |
| Admin fee / account holder | $3,751 | $10,249-63.4% | $12,439-69.8% | $7,234-48.2% |