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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 | $65,713 | $126,661-48.1% | $113,397-42.1% | $138,895-52.7% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.5%-12.9pp | 79.9%-16.3pp |
| Annual return | 13.16% | 25.05%-11.9pp | 23.20%-10.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $790 | $3,456-77.1% | $2,977-73.5% | $4,194-81.2% |
| Participant deferral / active EE | $2,525 | $5,693-55.6% | $5,076-50.3% | $6,396-60.5% |
| Admin fee / account holder | $10,022 | $14,549-31.1% | $11,957-16.2% | $12,562-20.2% |