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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 | $64,408 | $102,422-37.1% | $147,117-56.2% | $80,959-20.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 12.44% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $462 | $3,717-87.6% | $4,932-90.6% | $2,757-83.2% |
| Participant deferral / active EE | $4,906 | $6,652-26.2% | $8,065-39.2% | $4,300+14.1% |
| Admin fee / account holder | $751 | $7,953-90.6% | $12,993-94.2% | $6,925-89.2% |