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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 | $62,012 | $112,729-45.0% | $98,716-37.2% | $137,256-54.8% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.3%-0.9pp | 80.0%-11.5pp |
| Annual return | 17.83% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $146 | $2,725-94.6% | $2,279-93.6% | $4,156-96.5% |
| Participant deferral / active EE | $1,553 | $4,640-66.5% | $4,048-61.6% | $6,407-75.8% |
| Admin fee / account holder | $7,178 | $10,129-29.1% | $8,703-17.5% | $12,270-41.5% |