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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 | $59,744 | $201,344-70.3% | $184,243-67.6% | $145,877-59.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.70% | 29.01%-17.3pp | 28.82%-17.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $767 | $7,022-89.1% | $6,427-88.1% | $4,663-83.6% |
| Participant deferral / active EE | $4,280 | $9,807-56.4% | $9,132-53.1% | $6,691-36.0% |
| Admin fee / account holder | $1,087 | $16,382-93.4% | $13,914-92.2% | $13,402-91.9% |