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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 | $77,695 | $166,242-53.3% | $165,071-52.9% | $145,884-46.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 10.38% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $969 | $5,283-81.7% | $4,347-77.7% | $4,662-79.2% |
| Participant deferral / active EE | $2,975 | $6,964-57.3% | $6,035-50.7% | $6,690-55.5% |
| Admin fee / account holder | $4,203 | $16,658-74.8% | $12,695-66.9% | $13,392-68.6% |