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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 | $69,155 | $148,623-53.5% | $135,974-49.1% | $139,466-50.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 13.23% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $844 | $5,246-83.9% | $4,859-82.6% | $4,754-82.3% |
| Participant deferral / active EE | $3,417 | $8,103-57.8% | $7,760-56.0% | $6,712-49.1% |
| Admin fee / account holder | $3,786 | $12,406-69.5% | $10,767-64.8% | $11,409-66.8% |