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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 | $66,601 | $111,535-40.3% | $105,223-36.7% | $137,256-51.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.96% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $733 | $3,939-81.4% | $3,689-80.1% | $4,156-82.4% |
| Participant deferral / active EE | $10,333 | $5,500+87.9% | $5,072+103.7% | $6,407+61.3% |
| Admin fee / account holder | $657 | $9,721-93.2% | $8,859-92.6% | $12,270-94.6% |