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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 | $60,796 | $106,864-43.1% | $147,318-58.7% | $82,637-26.4% |
| Participation rate | 67.6% | 75.5%-7.9pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 15.25% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.3pp |
| Employer contribution / active EE | $533 | $3,417-84.4% | $4,593-88.4% | $2,552-79.1% |
| Participant deferral / active EE | $2,646 | $6,496-59.3% | $7,906-66.5% | $4,126-35.9% |
| Admin fee / account holder | $9,249 | $8,415+9.9% | $13,708-32.5% | $7,339+26.0% |