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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 | $68,248 | $124,425-45.1% | $112,040-39.1% | $137,256-50.3% |
| Participation rate | 60.9% | 79.3%-18.4pp | 76.5%-15.6pp | 80.0%-19.1pp |
| Annual return | 15.28% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $636 | $3,411-81.4% | $2,954-78.5% | $4,156-84.7% |
| Participant deferral / active EE | $3,476 | $5,718-39.2% | $5,098-31.8% | $6,407-45.7% |
| Admin fee / account holder | $3,316 | $15,207-78.2% | $12,098-72.6% | $12,270-73.0% |