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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 | $61,530 | $80,781-23.8% | $102,437-39.9% | $74,478-17.4% |
| Participation rate | 28.1% | 65.7%-37.5pp | 74.5%-46.4pp | 67.2%-39.1pp |
| Annual return | 17.96% | 27.58%-9.6pp | 24.95%-7.0pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $279 | $3,160-91.2% | $3,871-92.8% | $2,626-89.4% |
| Participant deferral / active EE | $1,686 | $3,862-56.4% | $5,060-66.7% | $4,350-61.3% |
| Admin fee / account holder | $5,790 | $2,372+144.1% | $8,388-31.0% | $1,946+197.6% |