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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 | $44,058 | $156,398-71.8% | $147,318-70.1% | $138,895-68.3% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | 30.29% | 78.75%-48.5pp | 70.43%-40.1pp | 145.39%-115.1pp |
| Employer contribution / active EE | $769 | $4,853-84.2% | $4,593-83.3% | $4,194-81.7% |
| Participant deferral / active EE | $3,440 | $8,237-58.2% | $7,906-56.5% | $6,396-46.2% |
| Admin fee / account holder | $357 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |