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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 | $53,993 | $89,367-39.6% | $141,191-61.8% | $72,975-26.0% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.5%-18.4pp | 69.5%-5.4pp |
| Annual return | 21.19% | 111.87%-90.7pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $283 | $3,115-90.9% | $4,736-94.0% | $2,440-88.4% |
| Participant deferral / active EE | $3,315 | $5,419-38.8% | $6,710-50.6% | $3,608-8.1% |
| Admin fee / account holder | $10,892 | $5,957+82.9% | $10,264+6.1% | $5,124+112.6% |