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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 | $56,445 | $111,814-49.5% | $103,378-45.4% | $145,978-61.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.41% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $366 | $4,215-91.3% | $3,870-90.6% | $4,662-92.2% |
| Participant deferral / active EE | $2,049 | $5,618-63.5% | $5,058-59.5% | $6,690-69.4% |
| Admin fee / account holder | $2,610 | $9,764-73.3% | $8,401-68.9% | $13,400-80.5% |