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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 | $77,535 | $117,904-34.2% | $102,457-24.3% | $145,978-46.9% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 19.68% | 31.80%-12.1pp | 29.41%-9.7pp | 550.52%-530.8pp |
| Employer contribution / active EE | $509 | $3,613-85.9% | $3,022-83.2% | $4,662-89.1% |
| Participant deferral / active EE | $4,171 | $5,733-27.2% | $5,054-17.5% | $6,690-37.6% |
| Admin fee / account holder | $18,641 | $13,329+39.9% | $9,451+97.2% | $13,400+39.1% |