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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 | $66,235 | $111,535-40.6% | $105,223-37.1% | $137,256-51.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 16.22% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $730 | $3,939-81.5% | $3,689-80.2% | $4,156-82.4% |
| Participant deferral / active EE | $7,833 | $5,500+42.4% | $5,072+54.5% | $6,407+22.3% |
| Admin fee / account holder | $687 | $9,721-92.9% | $8,859-92.2% | $12,270-94.4% |