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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 | $87,890 | $124,351-29.3% | $109,188-19.5% | $167,553-47.5% |
| Participation rate | 23.1% | 79.4%-56.4pp | 75.9%-52.8pp | 82.1%-59.0pp |
| Annual return | 12.22% | 26.04%-13.8pp | 25.76%-13.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $703 | $4,210-83.3% | $3,723-81.1% | $4,840-85.5% |
| Participant deferral / active EE | $1,589 | $5,257-69.8% | $4,654-65.9% | $6,343-75.0% |
| Admin fee / account holder | $3,979 | $7,975-50.1% | $6,755-41.1% | $12,316-67.7% |