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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 | $73,906 | $154,228-52.1% | $145,433-49.2% | $137,256-46.2% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.7pp | 80.0%-41.5pp |
| Annual return | 16.76% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $457 | $4,804-90.5% | $4,554-90.0% | $4,156-89.0% |
| Participant deferral / active EE | $2,484 | $8,216-69.8% | $7,897-68.5% | $6,407-61.2% |
| Admin fee / account holder | $5,222 | $14,344-63.6% | $13,129-60.2% | $12,270-57.4% |