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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 | $68,875 | $176,794-61.0% | $146,647-53.0% | $167,553-58.9% |
| Participation rate | 46.7% | 83.6%-37.0pp | 80.1%-33.4pp | 82.1%-35.4pp |
| Annual return | 16.46% | 24.04%-7.6pp | 22.75%-6.3pp | 478.89%-462.4pp |
| Employer contribution / active EE | $987 | $5,161-80.9% | $4,137-76.1% | $4,840-79.6% |
| Participant deferral / active EE | $2,302 | $6,440-64.3% | $5,506-58.2% | $6,343-63.7% |
| Admin fee / account holder | $3,353 | $13,262-74.7% | $10,281-67.4% | $12,316-72.8% |