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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 | $85,958 | $132,634-35.2% | $115,768-25.7% | $137,256-37.4% |
| Participation rate | 52.4% | 77.9%-25.5pp | 74.4%-22.0pp | 80.0%-27.6pp |
| Annual return | 13.26% | 160.70%-147.4pp | 100.46%-87.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $435 | $3,360-87.0% | $2,940-85.2% | $4,156-89.5% |
| Participant deferral / active EE | $3,019 | $5,619-46.3% | $4,917-38.6% | $6,407-52.9% |
| Admin fee / account holder | $1,633 | $15,028-89.1% | $12,439-86.9% | $12,270-86.7% |