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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 | $78,115 | $88,672-11.9% | $105,223-25.8% | $82,448-5.3% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 14.19% | 30.86%-16.7pp | 180.65%-166.5pp | 41.64%-27.4pp |
| Employer contribution / active EE | $167 | $3,048-94.5% | $3,689-95.5% | $2,551-93.4% |
| Participant deferral / active EE | $1,973 | $4,036-51.1% | $5,072-61.1% | $4,139-52.3% |
| Admin fee / account holder | $1,712 | $7,146-76.0% | $8,859-80.7% | $7,234-76.3% |