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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 | $77,278 | $185,312-58.3% | $161,489-52.1% | $154,746-50.1% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 17.11% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $764 | $4,769-84.0% | $4,268-82.1% | $4,379-82.6% |
| Participant deferral / active EE | $2,133 | $6,350-66.4% | $5,630-62.1% | $6,730-68.3% |
| Admin fee / account holder | $552 | $18,654-97.0% | $16,006-96.6% | $14,365-96.2% |