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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 | $62,367 | $117,846-47.1% | $102,434-39.1% | $145,884-57.2% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 10.16% | 31.90%-21.7pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $856 | $3,615-76.3% | $3,023-71.7% | $4,662-81.6% |
| Participant deferral / active EE | $2,217 | $5,733-61.3% | $5,055-56.1% | $6,690-66.9% |
| Admin fee / account holder | $603 | $13,356-95.5% | $9,462-93.6% | $13,392-95.5% |