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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 | $84,065 | $112,729-25.4% | $98,716-14.8% | $137,256-38.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 12.79% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $388 | $2,725-85.8% | $2,279-83.0% | $4,156-90.7% |
| Participant deferral / active EE | $1,147 | $4,640-75.3% | $4,048-71.7% | $6,407-82.1% |
| Admin fee / account holder | $13,346 | $10,129+31.8% | $8,703+53.3% | $12,270+8.8% |