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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 | $92,421 | $168,635-45.2% | $147,617-37.4% | $125,389-26.3% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | 0.86% | 77.65%-76.8pp | 61.98%-61.1pp | 282.24%-281.4pp |
| Employer contribution / active EE | $688 | $6,252-89.0% | $5,564-87.6% | $4,866-85.9% |
| Participant deferral / active EE | $2,165 | $5,507-60.7% | $4,895-55.8% | $5,352-59.6% |
| Admin fee / account holder | $25,749 | $13,580+89.6% | $11,612+121.8% | $9,541+169.9% |