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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 | $59,931 | $157,304-61.9% | $141,197-57.6% | $152,909-60.8% |
| Participation rate | 22.2% | 84.8%-62.6pp | 82.5%-60.3pp | 82.5%-60.2pp |
| Annual return | 21.29% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $815 | $5,263-84.5% | $4,736-82.8% | $4,764-82.9% |
| Participant deferral / active EE | $2,367 | $7,111-66.7% | $6,710-64.7% | $5,851-59.6% |
| Admin fee / account holder | $1,468 | $12,126-87.9% | $10,265-85.7% | $11,601-87.3% |