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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 | $41,149 | $177,156-76.8% | $147,027-72.0% | $154,746-73.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 73.7%-23.7pp | 80.7%-30.7pp |
| Annual return | 17.19% | 21.94%-4.7pp | 20.23%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $722 | $4,336-83.3% | $3,626-80.1% | $4,379-83.5% |
| Participant deferral / active EE | $2,856 | $5,797-50.7% | $4,933-42.1% | $6,730-57.6% |
| Admin fee / account holder | $1,041 | $14,904-93.0% | $12,223-91.5% | $14,365-92.8% |