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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 | $62,654 | $100,147-37.4% | $81,286-22.9% | $145,877-57.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 14.91% | 34.44%-19.5pp | 24.80%-9.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $194 | $2,977-93.5% | $2,463-92.1% | $4,663-95.8% |
| Participant deferral / active EE | $1,068 | $4,607-76.8% | $3,883-72.5% | $6,691-84.0% |
| Admin fee / account holder | $3,547 | $8,201-56.8% | $5,764-38.5% | $13,402-73.5% |