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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 | $69,120 | $251,004-72.5% | $191,597-63.9% | $138,895-50.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 76.9%-16.9pp | 79.9%-19.9pp |
| Annual return | 14.03% | 31.05%-17.0pp | 27.07%-13.0pp | 145.39%-131.4pp |
| Employer contribution / active EE | $79 | $6,226-98.7% | $5,025-98.4% | $4,194-98.1% |
| Participant deferral / active EE | $2,680 | $8,154-67.1% | $6,850-60.9% | $6,396-58.1% |
| Admin fee / account holder | $851 | $31,471-97.3% | $22,799-96.3% | $12,562-93.2% |