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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 | $58,612 | $106,864-45.2% | $147,318-60.2% | $82,637-29.1% |
| Participation rate | 56.5% | 75.5%-19.0pp | 82.1%-25.5pp | 68.1%-11.5pp |
| Annual return | 44.91% | 27.49%+17.4pp | 70.43%-25.5pp | 53.51%-8.6pp |
| Employer contribution / active EE | $221 | $3,417-93.5% | $4,593-95.2% | $2,552-91.3% |
| Participant deferral / active EE | $7,877 | $6,496+21.3% | $7,906-0.4% | $4,126+90.9% |
| Admin fee / account holder | $3,515 | $8,415-58.2% | $13,708-74.4% | $7,339-52.1% |