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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 | $61,680 | $124,425-50.4% | $112,040-44.9% | $137,256-55.1% |
| Participation rate | 58.3% | 79.3%-21.0pp | 76.5%-18.2pp | 80.0%-21.6pp |
| Annual return | 89.70% | 24.72%+65.0pp | 24.52%+65.2pp | 220.34%-130.6pp |
| Employer contribution / active EE | $733 | $3,411-78.5% | $2,954-75.2% | $4,156-82.4% |
| Participant deferral / active EE | $2,684 | $5,718-53.1% | $5,098-47.3% | $6,407-58.1% |
| Admin fee / account holder | $8,825 | $15,207-42.0% | $12,098-27.1% | $12,270-28.1% |