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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 | $114,478 | $212,386-46.1% | $199,883-42.7% | $138,895-17.6% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 15.03% | 47.75%-32.7pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,355 | $6,625-79.5% | $6,261-78.4% | $4,194-67.7% |
| Participant deferral / active EE | $4,017 | $9,617-58.2% | $9,138-56.0% | $6,396-37.2% |
| Admin fee / account holder | $1,215 | $18,233-93.3% | $17,268-93.0% | $12,562-90.3% |