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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 | $58,560 | $176,794-66.9% | $146,647-60.1% | $167,553-65.0% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 17.02% | 24.04%-7.0pp | 22.75%-5.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $566 | $5,161-89.0% | $4,137-86.3% | $4,840-88.3% |
| Participant deferral / active EE | $4,216 | $6,440-34.5% | $5,506-23.4% | $6,343-33.5% |
| Admin fee / account holder | $44,052 | $13,262+232.2% | $10,281+328.5% | $12,316+257.7% |