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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 | $87,103 | $136,860-36.4% | $120,344-27.6% | $154,746-43.7% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 20.16% | 21.38%-1.2pp | 20.30%-0.1pp | 172.34%-152.2pp |
| Employer contribution / active EE | $468 | $3,533-86.8% | $3,020-84.5% | $4,379-89.3% |
| Participant deferral / active EE | $5,188 | $5,793-10.4% | $5,135+1.0% | $6,730-22.9% |
| Admin fee / account holder | $3,412 | $15,393-77.8% | $12,742-73.2% | $14,365-76.2% |