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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 | $77,071 | $115,225-33.1% | $100,712-23.5% | $138,895-44.5% |
| Participation rate | 57.9% | 74.3%-16.4pp | 69.3%-11.4pp | 79.9%-22.0pp |
| Annual return | 16.97% | 40.35%-23.4pp | 33.27%-16.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $389 | $2,771-86.0% | $2,313-83.2% | $4,194-90.7% |
| Participant deferral / active EE | $1,395 | $4,699-70.3% | $4,085-65.8% | $6,396-78.2% |
| Admin fee / account holder | $496 | $10,844-95.4% | $9,256-94.6% | $12,562-96.1% |