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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 | $74,769 | $107,353-30.4% | $92,903-19.5% | $152,885-51.1% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 28.16% | 145.62%-117.5pp | 109.43%-81.3pp | 345.39%-317.2pp |
| Employer contribution / active EE | $511 | $4,222-87.9% | $3,653-86.0% | $4,763-89.3% |
| Participant deferral / active EE | $3,895 | $4,848-19.6% | $4,238-8.1% | $5,851-33.4% |
| Admin fee / account holder | $832 | $7,081-88.3% | $5,795-85.6% | $11,598-92.8% |