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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 | $68,399 | $143,969-52.5% | $199,883-65.8% | $82,637-17.2% |
| Participation rate | 61.9% | 84.1%-22.2pp | 86.8%-24.9pp | 68.1%-6.1pp |
| Annual return | 32.08% | 25.67%+6.4pp | 43.81%-11.7pp | 53.51%-21.4pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,319 | $6,937+63.2% | $9,138+23.9% | $4,126+174.3% |
| Admin fee / account holder | $648 | $14,597-95.6% | $17,268-96.2% | $7,339-91.2% |