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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 | $82,250 | $114,119-27.9% | $107,187-23.3% | $138,895-40.8% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 11.52% | 273.21%-261.7pp | 204.55%-193.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,905 | $5,538-65.6% | $5,096-62.6% | $6,396-70.2% |
| Admin fee / account holder | $5,710 | $10,024-43.0% | $9,162-37.7% | $12,562-54.5% |