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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 | $63,217 | $101,063-37.4% | $81,473-22.4% | $147,586-57.2% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 19.17% | 32.41%-13.2pp | 38.78%-19.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,283 | $4,242-22.6% | $3,537-7.2% | $5,439-39.6% |
| Admin fee / account holder | $733 | $5,812-87.4% | $4,561-83.9% | $10,886-93.3% |