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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 | $35,067 | $156,398-77.6% | $147,318-76.2% | $138,895-74.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.67% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,514 | $8,237-57.3% | $7,906-55.6% | $6,396-45.1% |
| Admin fee / account holder | $1,025 | $14,976-93.2% | $13,708-92.5% | $12,562-91.8% |