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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 | $66,115 | $96,524-31.5% | $75,900-12.9% | $152,909-56.8% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.5%-23.4pp |
| Annual return | 13.62% | 33.93%-20.3pp | 30.73%-17.1pp | 345.46%-331.8pp |
| Employer contribution / active EE | $247 | $3,311-92.5% | $2,501-90.1% | $4,764-94.8% |
| Participant deferral / active EE | $1,167 | $4,554-74.4% | $3,604-67.6% | $5,851-80.0% |
| Admin fee / account holder | $14,235 | $8,082+76.1% | $5,421+162.6% | $11,601+22.7% |