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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 | $59,377 | $181,062-67.2% | $158,223-62.5% | $155,188-61.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 12.80% | 57.39%-44.6pp | 52.09%-39.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $705 | $4,565-84.6% | $4,109-82.8% | $4,248-83.4% |
| Participant deferral / active EE | $3,295 | $6,134-46.3% | $5,467-39.7% | $6,531-49.5% |
| Admin fee / account holder | $1,709 | $18,825-90.9% | $16,047-89.4% | $14,480-88.2% |