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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 | $110,254-43.2% | $95,733-34.6% | $139,427-55.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 17.10% | 27.13%-10.0pp | 28.37%-11.3pp | 373.27%-356.2pp |
| Employer contribution / active EE | $232 | $3,258-92.9% | $2,835-91.8% | $4,752-95.1% |
| Participant deferral / active EE | $2,323 | $4,675-50.3% | $4,244-45.3% | $6,711-65.4% |
| Admin fee / account holder | $6,214 | $6,607-5.9% | $5,673+9.5% | $11,404-45.5% |