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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 | $72,193 | $102,422-29.5% | $147,117-50.9% | $80,959-10.8% |
| Participation rate | 67.4% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 30.77% | 135.16%-104.4pp | 420.54%-389.8pp | 35.67%-4.9pp |
| Employer contribution / active EE | $696 | $3,717-81.3% | $4,932-85.9% | $2,757-74.8% |
| Participant deferral / active EE | $5,817 | $6,652-12.6% | $8,065-27.9% | $4,300+35.3% |
| Admin fee / account holder | $3,954 | $7,953-50.3% | $12,993-69.6% | $6,925-42.9% |