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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 | $36,450 | $185,312-80.3% | $161,489-77.4% | $154,746-76.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 11.66% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,716 | $6,350-57.2% | $5,630-51.8% | $6,730-59.7% |
| Admin fee / account holder | $18,683 | $18,654+0.2% | $16,006+16.7% | $14,365+30.1% |