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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 | $72,113 | $110,212-34.6% | $96,534-25.3% | $139,466-48.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 14.44% | 26.42%-12.0pp | 25.88%-11.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $300 | $3,620-91.7% | $2,965-89.9% | $4,754-93.7% |
| Participant deferral / active EE | $2,538 | $5,547-54.2% | $4,851-47.7% | $6,712-62.2% |
| Admin fee / account holder | $3,429 | $11,599-70.4% | $8,253-58.5% | $11,409-69.9% |