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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 | $138,312-52.5% | $122,979-46.6% | $155,188-57.7% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 13.16% | 22.06%-8.9pp | 20.12%-7.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $790 | $3,530-77.6% | $3,062-74.2% | $4,248-81.4% |
| Participant deferral / active EE | $2,525 | $5,592-54.9% | $5,003-49.5% | $6,531-61.3% |
| Admin fee / account holder | $10,022 | $15,089-33.6% | $12,864-22.1% | $14,480-30.8% |