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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 | $75,973 | $162,136-53.1% | $152,301-50.1% | $154,746-50.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.09% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $882 | $4,890-82.0% | $4,624-80.9% | $4,379-79.9% |
| Participant deferral / active EE | $15,090 | $8,341+80.9% | $8,004+88.5% | $6,730+124.2% |
| Admin fee / account holder | $137,530 | $15,759+772.7% | $14,398+855.2% | $14,365+857.4% |