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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 | $46,212 | $209,336-77.9% | $197,124-76.6% | $137,256-66.3% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 18.23% | 48.09%-29.9pp | 44.34%-26.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,093 | $6,591-83.4% | $6,227-82.4% | $4,156-73.7% |
| Participant deferral / active EE | $5,056 | $9,614-47.4% | $9,135-44.6% | $6,407-21.1% |
| Admin fee / account holder | $4,386 | $17,308-74.7% | $16,298-73.1% | $12,270-64.3% |