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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 | $29,226 | $134,817-78.3% | $123,973-76.4% | $155,188-81.2% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 7.92% | 515.49%-507.6pp | 388.13%-380.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $740 | $4,425-83.3% | $4,126-82.1% | $4,248-82.6% |
| Participant deferral / active EE | $3,365 | $5,706-41.0% | $5,247-35.9% | $6,531-48.5% |
| Admin fee / account holder | $12,661 | $13,245-4.4% | $11,799+7.3% | $14,480-12.6% |