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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 | $56,512 | $156,398-63.9% | $147,318-61.6% | $138,895-59.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 37.69% | 78.75%-41.1pp | 70.43%-32.7pp | 145.39%-107.7pp |
| Employer contribution / active EE | $589 | $4,853-87.9% | $4,593-87.2% | $4,194-86.0% |
| Participant deferral / active EE | $3,233 | $8,237-60.8% | $7,906-59.1% | $6,396-49.5% |
| Admin fee / account holder | $7,388 | $14,976-50.7% | $13,708-46.1% | $12,562-41.2% |