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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 | $66,007 | $82,674-20.2% | $125,381-47.4% | $68,486-3.6% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | 18.30% | -5.97%+24.3pp | 572.31%-554.0pp | -7.85%+26.2pp |
| Employer contribution / active EE | $673 | $3,382-80.1% | $4,815-86.0% | $2,597-74.1% |
| Participant deferral / active EE | $5,403 | $6,111-11.6% | $7,448-27.5% | $4,028+34.1% |
| Admin fee / account holder | $812 | $6,277-87.1% | $10,007-91.9% | $5,404-85.0% |