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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 | $56,512 | $154,228-63.4% | $145,433-61.1% | $137,256-58.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 37.69% | 74.59%-36.9pp | 66.58%-28.9pp | 220.34%-182.7pp |
| Employer contribution / active EE | $589 | $4,804-87.7% | $4,554-87.1% | $4,156-85.8% |
| Participant deferral / active EE | $3,233 | $8,216-60.7% | $7,897-59.1% | $6,407-49.5% |
| Admin fee / account holder | $7,388 | $14,344-48.5% | $13,129-43.7% | $12,270-39.8% |