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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 | $86,458 | $162,136-46.7% | $152,301-43.2% | $154,746-44.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.02% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $103 | $4,890-97.9% | $4,624-97.8% | $4,379-97.6% |
| Participant deferral / active EE | $10,959 | $8,341+31.4% | $8,004+36.9% | $6,730+62.8% |
| Admin fee / account holder | $7,339 | $15,759-53.4% | $14,398-49.0% | $14,365-48.9% |