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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 | $64,706 | $212,386-69.5% | $199,883-67.6% | $138,895-53.4% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 21.67% | 47.75%-26.1pp | 43.81%-22.1pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,000 | $6,625-84.9% | $6,261-84.0% | $4,194-76.2% |
| Participant deferral / active EE | $10,000 | $9,617+4.0% | $9,138+9.4% | $6,396+56.3% |
| Admin fee / account holder | $368 | $18,233-98.0% | $17,268-97.9% | $12,562-97.1% |