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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 | $68,445 | $83,337-17.9% | $67,834+0.9% | $273,972-75.0% |
| Participation rate | 59.1% | 76.4%-17.3pp | 68.8%-9.7pp | 83.0%-23.9pp |
| Annual return | 7.79% | 259.45%-251.7pp | 138.47%-130.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $254 | $3,287-92.3% | $2,403-89.4% | $4,869-94.8% |
| Participant deferral / active EE | $1,192 | $4,088-70.9% | $3,160-62.3% | $5,287-77.5% |
| Admin fee / account holder | $1,522 | $6,752-77.5% | $4,622-67.1% | $10,133-85.0% |