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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 | $70,930 | $167,415-57.6% | $140,514-49.5% | $198,609-64.3% |
| Participation rate | 50.0% | 80.9%-30.9pp | 77.8%-27.8pp | 82.4%-32.4pp |
| Annual return | 10.14% | 13.85%-3.7pp | 14.36%-4.2pp | 202.70%-192.6pp |
| Employer contribution / active EE | $528 | $4,088-87.1% | $3,378-84.4% | $5,055-89.6% |
| Participant deferral / active EE | $2,553 | $5,579-54.2% | $4,919-48.1% | $6,977-63.4% |
| Admin fee / account holder | $3,101 | $16,730-81.5% | $13,697-77.4% | $19,030-83.7% |