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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 | $63,659 | $111,814-43.1% | $103,378-38.4% | $145,978-56.4% |
| Participation rate | 20.0% | 77.9%-57.9pp | 74.5%-54.5pp | 80.3%-60.3pp |
| Annual return | 17.07% | 24.80%-7.7pp | 24.91%-7.8pp | 550.52%-533.4pp |
| Employer contribution / active EE | $509 | $4,215-87.9% | $3,870-86.8% | $4,662-89.1% |
| Participant deferral / active EE | $1,663 | $5,618-70.4% | $5,058-67.1% | $6,690-75.1% |
| Admin fee / account holder | $3,829 | $9,764-60.8% | $8,401-54.4% | $13,400-71.4% |