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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 | $39,884 | $65,364-39.0% | $92,909-57.1% | $72,975-45.3% |
| Participation rate | 60.6% | 68.3%-7.7pp | 76.0%-15.4pp | 69.5%-8.9pp |
| Annual return | 134.44% | 42.11%+92.3pp | 109.44%+25.0pp | 81.01%+53.4pp |
| Employer contribution / active EE | $287 | $2,594-88.9% | $3,653-92.1% | $2,440-88.2% |
| Participant deferral / active EE | $2,069 | $3,128-33.9% | $4,238-51.2% | $3,608-42.6% |
| Admin fee / account holder | $1,871 | $4,251-56.0% | $5,795-67.7% | $5,124-63.5% |