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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 | $73,558 | $111,814-34.2% | $93,654-21.5% | $145,959-49.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 11.25% | 203.30%-192.0pp | 133.34%-122.1pp | 561.95%-550.7pp |
| Employer contribution / active EE | $239 | $3,092-92.3% | $2,421-90.1% | $4,661-94.9% |
| Participant deferral / active EE | $1,593 | $4,914-67.6% | $4,413-63.9% | $6,689-76.2% |
| Admin fee / account holder | $649 | $10,246-93.7% | $8,282-92.2% | $13,398-95.2% |