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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 | $59,062 | $124,330-52.5% | $109,173-45.9% | $167,536-64.7% |
| Participation rate | 14.3% | 79.5%-65.2pp | 75.9%-61.6pp | 82.1%-67.8pp |
| Annual return | 14.05% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $451 | $4,209-89.3% | $3,723-87.9% | $4,839-90.7% |
| Participant deferral / active EE | $2,814 | $5,256-46.5% | $4,654-39.5% | $6,342-55.6% |
| Admin fee / account holder | $426 | $7,974-94.7% | $6,755-93.7% | $12,315-96.5% |