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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 | $59,105 | $185,312-68.1% | $161,489-63.4% | $154,746-61.8% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 20.90% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $846 | $4,769-82.3% | $4,268-80.2% | $4,379-80.7% |
| Participant deferral / active EE | $2,423 | $6,350-61.8% | $5,630-57.0% | $6,730-64.0% |
| Admin fee / account holder | $411 | $18,654-97.8% | $16,006-97.4% | $14,365-97.1% |