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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 | $75,653 | $86,938-13.0% | $102,423-26.1% | $80,925-6.5% |
| Participation rate | 54.2% | 72.4%-18.1pp | 76.5%-22.3pp | 67.7%-13.4pp |
| Annual return | 14.50% | 18.89%-4.4pp | 29.42%-14.9pp | 35.65%-21.2pp |
| Employer contribution / active EE | $567 | $2,369-76.1% | $3,023-81.2% | $2,756-79.4% |
| Participant deferral / active EE | $3,178 | $4,120-22.9% | $5,054-37.1% | $4,299-26.1% |
| Admin fee / account holder | $6,048 | $8,053-24.9% | $9,455-36.0% | $6,940-12.9% |