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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 | $77,346 | $213,785-63.8% | $185,441-58.3% | $155,188-50.2% |
| Participation rate | 47.4% | 83.2%-35.9pp | 80.3%-32.9pp | 80.8%-33.4pp |
| Annual return | 15.11% | 19.97%-4.9pp | 20.16%-5.1pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,035 | $5,393-80.8% | $4,672-77.9% | $4,248-75.6% |
| Participant deferral / active EE | $2,241 | $6,864-67.4% | $6,152-63.6% | $6,531-65.7% |
| Admin fee / account holder | $663 | $21,134-96.9% | $17,890-96.3% | $14,480-95.4% |