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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 | $64,773 | $176,838-63.4% | $146,685-55.8% | $167,518-61.3% |
| Participation rate | 33.3% | 83.6%-50.3pp | 80.1%-46.7pp | 82.1%-48.8pp |
| Annual return | 17.25% | 24.04%-6.8pp | 22.75%-5.5pp | 478.71%-461.5pp |
| Employer contribution / active EE | $787 | $5,161-84.7% | $4,137-81.0% | $4,838-83.7% |
| Participant deferral / active EE | $3,200 | $6,441-50.3% | $5,507-41.9% | $6,342-49.5% |
| Admin fee / account holder | $543 | $13,262-95.9% | $10,281-94.7% | $12,312-95.6% |