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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 | $79,706 | $108,825-26.8% | $156,181-49.0% | $82,448-3.3% |
| Participation rate | 56.3% | 72.4%-16.1pp | 78.8%-22.6pp | 68.1%-11.8pp |
| Annual return | 13.48% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $337 | $2,870-88.3% | $4,294-92.1% | $2,551-86.8% |
| Participant deferral / active EE | $2,135 | $4,577-53.4% | $6,132-65.2% | $4,139-48.4% |
| Admin fee / account holder | $21,426 | $9,341+129.4% | $14,586+46.9% | $7,234+196.2% |