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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 | $61,919 | $213,785-71.0% | $185,441-66.6% | $155,188-60.1% |
| Participation rate | 42.9% | 83.2%-40.4pp | 80.3%-37.4pp | 80.8%-37.9pp |
| Annual return | 12.69% | 19.97%-7.3pp | 20.16%-7.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $673 | $5,393-87.5% | $4,672-85.6% | $4,248-84.1% |
| Participant deferral / active EE | $6,034 | $6,864-12.1% | $6,152-1.9% | $6,531-7.6% |
| Admin fee / account holder | $5,329 | $21,134-74.8% | $17,890-70.2% | $14,480-63.2% |