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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 | $82,073 | $114,119-28.1% | $107,187-23.4% | $138,895-40.9% |
| Participation rate | 38.9% | 78.1%-39.2pp | 75.0%-36.1pp | 79.9%-41.0pp |
| Annual return | 14.72% | 273.21%-258.5pp | 204.55%-189.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $775 | $4,059-80.9% | $3,782-79.5% | $4,194-81.5% |
| Participant deferral / active EE | $1,615 | $5,538-70.8% | $5,096-68.3% | $6,396-74.8% |
| Admin fee / account holder | $21,211 | $10,024+111.6% | $9,162+131.5% | $12,562+68.8% |