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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 | $71,180 | $183,516-61.2% | $155,534-54.2% | $145,884-51.2% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 16.17% | 61.43%-45.3pp | 64.92%-48.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $880 | $5,315-83.4% | $4,675-81.2% | $4,662-81.1% |
| Participant deferral / active EE | $3,003 | $6,467-53.6% | $5,630-46.7% | $6,690-55.1% |
| Admin fee / account holder | $5,874 | $19,293-69.6% | $15,900-63.1% | $13,392-56.1% |