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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 | $174,379-79.1% | $152,093-76.0% | $138,895-73.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 11.66% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,716 | $6,159-55.9% | $5,451-50.2% | $6,396-57.5% |
| Admin fee / account holder | $18,683 | $16,880+10.7% | $14,497+28.9% | $12,562+48.7% |