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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 | $71,541 | $110,410-35.2% | $102,437-30.2% | $145,897-51.0% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 12.66% | 24.85%-12.2pp | 24.95%-12.3pp | 552.29%-539.6pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,780 | $5,622-68.3% | $5,060-64.8% | $6,689-73.4% |
| Admin fee / account holder | $2,283 | $9,745-76.6% | $8,388-72.8% | $13,390-83.0% |