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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 | $75,516 | $153,769-50.9% | $133,975-43.6% | $273,972-72.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 4.61% | 36.51%-31.9pp | 29.29%-24.7pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,235 | $6,029-79.5% | $5,211-76.3% | $4,869-74.6% |
| Participant deferral / active EE | $6,990 | $6,958+0.5% | $6,282+11.3% | $5,287+32.2% |
| Admin fee / account holder | $9,306 | $11,765-20.9% | $9,324-0.2% | $10,133-8.2% |