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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 | $58,653 | $181,062-67.6% | $158,223-62.9% | $155,188-62.2% |
| Participation rate | 68.4% | 82.7%-14.2pp | 79.2%-10.8pp | 80.8%-12.4pp |
| Annual return | 19.43% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.4pp |
| Employer contribution / active EE | $662 | $4,565-85.5% | $4,109-83.9% | $4,248-84.4% |
| Participant deferral / active EE | $3,982 | $6,134-35.1% | $5,467-27.2% | $6,531-39.0% |
| Admin fee / account holder | $2,065 | $18,825-89.0% | $16,047-87.1% | $14,480-85.7% |