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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 | $60,877 | $172,111-64.6% | $150,298-59.5% | $137,256-55.6% |
| Participation rate | 27.8% | 81.7%-53.9pp | 77.8%-50.0pp | 80.0%-52.2pp |
| Annual return | 16.84% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $564 | $4,636-87.8% | $4,154-86.4% | $4,156-86.4% |
| Participant deferral / active EE | $2,062 | $6,166-66.6% | $5,453-62.2% | $6,407-67.8% |
| Admin fee / account holder | $1,058 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |