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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 | $85,046 | $156,398-45.6% | $147,318-42.3% | $138,895-38.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.20% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,700 | $8,237+54.2% | $7,906+60.6% | $6,396+98.6% |
| Admin fee / account holder | $2,338 | $14,976-84.4% | $13,708-82.9% | $12,562-81.4% |