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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 | $60,917 | $124,980-51.3% | $108,359-43.8% | $154,746-60.6% |
| Participation rate | 63.6% | 75.2%-11.5pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 14.38% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $479 | $2,851-83.2% | $2,399-80.0% | $4,379-89.1% |
| Participant deferral / active EE | $2,135 | $4,743-55.0% | $4,137-48.4% | $6,730-68.3% |
| Admin fee / account holder | $5,313 | $11,502-53.8% | $9,741-45.5% | $14,365-63.0% |