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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 | $72,826 | $109,359-33.4% | $162,185-55.1% | $72,976-0.2% |
| Participation rate | 64.0% | 84.3%-20.3pp | 87.6%-23.6pp | 69.5%-5.5pp |
| Annual return | 17.98% | 25.46%-7.5pp | 115.61%-97.6pp | 81.02%-63.0pp |
| Employer contribution / active EE | $611 | $3,907-84.4% | $5,613-89.1% | $2,440-75.0% |
| Participant deferral / active EE | $6,099 | $5,481+11.3% | $7,297-16.4% | $3,608+69.0% |
| Admin fee / account holder | $30,727 | $7,972+285.5% | $10,844+183.4% | $5,124+499.7% |