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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 | $61,839 | $147,556-58.1% | $129,031-52.1% | $198,609-68.9% |
| Participation rate | 12.5% | 77.2%-64.7pp | 73.4%-60.9pp | 82.4%-69.9pp |
| Annual return | 27.12% | 37.41%-10.3pp | 34.67%-7.6pp | 202.70%-175.6pp |
| Employer contribution / active EE | $377 | $3,645-89.6% | $3,226-88.3% | $5,055-92.5% |
| Participant deferral / active EE | $3,388 | $5,760-41.2% | $5,217-35.1% | $6,977-51.4% |
| Admin fee / account holder | $551 | $15,467-96.4% | $13,208-95.8% | $19,030-97.1% |