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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 | $62,935 | $79,223-20.6% | $102,460-38.6% | $74,478-15.5% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.8pp |
| Annual return | 14.24% | 54.98%-40.7pp | 29.47%-15.2pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $451 | $2,363-80.9% | $3,025-85.1% | $2,626-82.8% |
| Participant deferral / active EE | $2,248 | $4,417-49.1% | $5,056-55.5% | $4,350-48.3% |
| Admin fee / account holder | $1,746 | $2,003-12.8% | $9,460-81.5% | $1,946-10.3% |