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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 | $76,378 | $115,814-34.1% | $101,275-24.6% | $158,982-52.0% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 12.27% | 56.16%-43.9pp | 46.48%-34.2pp | 302.99%-290.7pp |
| Employer contribution / active EE | $574 | $4,176-86.3% | $3,660-84.3% | $4,763-88.0% |
| Participant deferral / active EE | $1,376 | $4,958-72.2% | $4,371-68.5% | $5,983-77.0% |
| Admin fee / account holder | $1,516 | $7,249-79.1% | $5,948-74.5% | $11,252-86.5% |