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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 | $74,012 | $93,598-20.9% | $135,974-45.6% | $75,173-1.5% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.1pp | 67.2%-4.3pp |
| Annual return | 18.95% | 30.89%-11.9pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $370 | $3,538-89.5% | $4,859-92.4% | $2,671-86.1% |
| Participant deferral / active EE | $4,065 | $6,405-36.5% | $7,760-47.6% | $4,126-1.5% |
| Admin fee / account holder | $20,288 | $6,978+190.7% | $10,767+88.4% | $5,651+259.0% |