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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 | $174,379-72.6% | $152,093-68.5% | $138,895-65.6% |
| Participation rate | 65.0% | 81.6%-16.6pp | 77.8%-12.8pp | 79.9%-14.9pp |
| Annual return | 12.39% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.0pp |
| Employer contribution / active EE | $727 | $4,652-84.4% | $4,175-82.6% | $4,194-82.7% |
| Participant deferral / active EE | $2,954 | $6,159-52.0% | $5,451-45.8% | $6,396-53.8% |
| Admin fee / account holder | $7,097 | $16,880-58.0% | $14,497-51.0% | $12,562-43.5% |