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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 | $55,115 | $201,344-72.6% | $184,243-70.1% | $145,877-62.2% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.14% | 29.01%-13.9pp | 28.82%-13.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $614 | $7,022-91.3% | $6,427-90.5% | $4,663-86.8% |
| Participant deferral / active EE | $11,051 | $9,807+12.7% | $9,132+21.0% | $6,691+65.2% |
| Admin fee / account holder | $419 | $16,382-97.4% | $13,914-97.0% | $13,402-96.9% |