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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 | $49,753 | $124,330-60.0% | $109,173-54.4% | $167,536-70.3% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 14.49% | 26.04%-11.6pp | 25.75%-11.3pp | 478.82%-464.3pp |
| Employer contribution / active EE | $441 | $4,209-89.5% | $3,723-88.1% | $4,839-90.9% |
| Participant deferral / active EE | $3,014 | $5,256-42.7% | $4,654-35.2% | $6,342-52.5% |
| Admin fee / account holder | $885 | $7,974-88.9% | $6,755-86.9% | $12,315-92.8% |