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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 | $64,613 | $185,312-65.1% | $161,489-60.0% | $154,746-58.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.50% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $670 | $4,769-86.0% | $4,268-84.3% | $4,379-84.7% |
| Participant deferral / active EE | $2,934 | $6,350-53.8% | $5,630-47.9% | $6,730-56.4% |
| Admin fee / account holder | $651 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |