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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 | $47,837 | $185,312-74.2% | $161,489-70.4% | $154,746-69.1% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.7%-13.7pp | 80.7%-15.7pp |
| Annual return | 12.39% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $727 | $4,769-84.8% | $4,268-83.0% | $4,379-83.4% |
| Participant deferral / active EE | $2,954 | $6,350-53.5% | $5,630-47.5% | $6,730-56.1% |
| Admin fee / account holder | $7,097 | $18,654-62.0% | $16,006-55.7% | $14,365-50.6% |