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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 | $63,226 | $89,367-29.3% | $141,191-55.2% | $72,975-13.4% |
| Participation rate | 35.6% | 75.1%-39.5pp | 82.5%-46.8pp | 69.5%-33.9pp |
| Annual return | 24.32% | 111.87%-87.6pp | 71.41%-47.1pp | 81.01%-56.7pp |
| Employer contribution / active EE | $465 | $3,115-85.1% | $4,736-90.2% | $2,440-81.0% |
| Participant deferral / active EE | $4,013 | $5,419-25.9% | $6,710-40.2% | $3,608+11.2% |
| Admin fee / account holder | $2,216 | $5,957-62.8% | $10,264-78.4% | $5,124-56.8% |