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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 | $55,753 | $145,431-61.7% | $211,142-73.6% | $87,485-36.3% |
| Participation rate | 68.1% | 84.7%-16.7pp | 87.3%-19.2pp | 68.9%-0.8pp |
| Annual return | 15.51% | 27.21%-11.7pp | 46.84%-31.3pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,001 | $4,662-78.5% | $6,442-84.5% | $2,596-61.4% |
| Participant deferral / active EE | $3,614 | $6,859-47.3% | $9,284-61.1% | $4,274-15.4% |
| Admin fee / account holder | $2,503 | $17,052-85.3% | $19,076-86.9% | $7,775-67.8% |