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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 | $67,859 | $148,623-54.3% | $135,974-50.1% | $139,466-51.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 12.33% | 79.30%-67.0pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $921 | $5,246-82.5% | $4,859-81.1% | $4,754-80.6% |
| Participant deferral / active EE | $9,207 | $8,103+13.6% | $7,760+18.7% | $6,712+37.2% |
| Admin fee / account holder | $2,110 | $12,406-83.0% | $10,767-80.4% | $11,409-81.5% |