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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 | $59,000 | $138,393-57.4% | $184,256-68.0% | $80,959-27.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.7%-1.0pp |
| Annual return | 26.69% | 20.01%+6.7pp | 28.85%-2.2pp | 35.67%-9.0pp |
| Employer contribution / active EE | $1,378 | $4,847-71.6% | $6,427-78.6% | $2,757-50.0% |
| Participant deferral / active EE | $4,650 | $7,076-34.3% | $9,133-49.1% | $4,300+8.1% |
| Admin fee / account holder | $6,125 | $10,489-41.6% | $13,899-55.9% | $6,925-11.6% |