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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 | $29,017 | $114,119-74.6% | $107,187-72.9% | $138,895-79.1% |
| Participation rate | 31.6% | 78.1%-46.5pp | 75.0%-43.4pp | 79.9%-48.3pp |
| Annual return | 11.76% | 273.21%-261.4pp | 204.55%-192.8pp | 145.39%-133.6pp |
| Employer contribution / active EE | $726 | $4,059-82.1% | $3,782-80.8% | $4,194-82.7% |
| Participant deferral / active EE | $1,616 | $5,538-70.8% | $5,096-68.3% | $6,396-74.7% |
| Admin fee / account holder | $920 | $10,024-90.8% | $9,162-90.0% | $12,562-92.7% |