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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 | $61,652 | $135,956-54.7% | $123,894-50.2% | $273,972-77.5% |
| Participation rate | 10.0% | 84.1%-74.1pp | 81.4%-71.4pp | 83.0%-73.0pp |
| Annual return | 9.26% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $684 | $5,170-86.8% | $4,617-85.2% | $4,869-86.0% |
| Participant deferral / active EE | $2,180 | $6,343-65.6% | $5,984-63.6% | $5,287-58.8% |
| Admin fee / account holder | $761 | $9,817-92.2% | $8,357-90.9% | $10,133-92.5% |