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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 | $62,615 | $110,303-43.2% | $95,759-34.6% | $139,487-55.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.10% | 27.19%-10.1pp | 28.42%-11.3pp | 373.84%-356.7pp |
| Employer contribution / active EE | $232 | $3,261-92.9% | $2,836-91.8% | $4,755-95.1% |
| Participant deferral / active EE | $2,323 | $4,674-50.3% | $4,244-45.3% | $6,713-65.4% |
| Admin fee / account holder | $6,214 | $6,615-6.1% | $5,678+9.4% | $11,407-45.5% |