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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 | $62,239 | $106,905-41.8% | $84,020-25.9% | $152,885-59.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 17.26% | 105.00%-87.7pp | 71.31%-54.1pp | 345.39%-328.1pp |
| Employer contribution / active EE | $240 | $2,735-91.2% | $1,984-87.9% | $4,763-95.0% |
| Participant deferral / active EE | $1,795 | $4,012-55.3% | $3,239-44.6% | $5,851-69.3% |
| Admin fee / account holder | $2,619 | $8,287-68.4% | $6,101-57.1% | $11,598-77.4% |