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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 | $59,267 | $152,612-61.2% | $125,192-52.7% | $152,897-61.2% |
| Participation rate | 64.7% | 83.3%-18.6pp | 79.8%-15.1pp | 82.5%-17.7pp |
| Annual return | 23.76% | 54.85%-31.1pp | 43.79%-20.0pp | 345.43%-321.7pp |
| Employer contribution / active EE | $520 | $4,947-89.5% | $3,866-86.6% | $4,764-89.1% |
| Participant deferral / active EE | $1,927 | $5,868-67.2% | $4,937-61.0% | $5,851-67.1% |
| Admin fee / account holder | $3,167 | $13,437-76.4% | $9,704-67.4% | $11,599-72.7% |