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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 | $65,605 | $111,814-41.3% | $103,374-36.5% | $145,959-55.1% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 14.18% | 24.77%-10.6pp | 24.89%-10.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $640 | $4,214-84.8% | $3,869-83.5% | $4,661-86.3% |
| Participant deferral / active EE | $3,907 | $5,618-30.5% | $5,058-22.7% | $6,689-41.6% |
| Admin fee / account holder | $1,815 | $9,754-81.4% | $8,394-78.4% | $13,398-86.5% |