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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 | $56,107 | $152,592-63.2% | $125,180-55.2% | $152,885-63.3% |
| Participation rate | 69.6% | 83.3%-13.8pp | 79.8%-10.2pp | 82.5%-12.9pp |
| Annual return | 21.19% | 54.84%-33.7pp | 43.79%-22.6pp | 345.39%-324.2pp |
| Employer contribution / active EE | $913 | $4,947-81.5% | $3,866-76.4% | $4,763-80.8% |
| Participant deferral / active EE | $2,384 | $5,868-59.4% | $4,937-51.7% | $5,851-59.3% |
| Admin fee / account holder | $5,294 | $13,435-60.6% | $9,703-45.4% | $11,598-54.4% |