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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 | $54,932 | $199,109-72.4% | $173,730-68.4% | $154,746-64.5% |
| Participation rate | 41.7% | 82.8%-41.1pp | 79.6%-37.9pp | 80.7%-39.0pp |
| Annual return | 15.91% | 20.02%-4.1pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $662 | $5,311-87.5% | $4,577-85.5% | $4,379-84.9% |
| Participant deferral / active EE | $3,381 | $7,113-52.5% | $6,326-46.6% | $6,730-49.8% |
| Admin fee / account holder | $2,114 | $20,916-89.9% | $17,523-87.9% | $14,365-85.3% |