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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 | $57,315 | $67,602-15.2% | $82,312-30.4% | $70,126-18.3% |
| Participation rate | 65.4% | 72.8%-7.4pp | 76.9%-11.5pp | 69.5%-4.2pp |
| Annual return | 15.71% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $144 | $1,755-91.8% | $2,428-94.1% | $2,343-93.9% |
| Participant deferral / active EE | $5,914 | $2,987+98.0% | $3,706+59.6% | $3,332+77.5% |
| Admin fee / account holder | $2,562 | $4,512-43.2% | $5,608-54.3% | $4,645-44.8% |