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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 | $44,938 | $183,627-75.5% | $155,602-71.1% | $145,978-69.2% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 15.16% | 61.32%-46.2pp | 64.81%-49.6pp | 550.52%-535.4pp |
| Employer contribution / active EE | $520 | $5,316-90.2% | $4,675-88.9% | $4,662-88.8% |
| Participant deferral / active EE | $2,638 | $6,466-59.2% | $5,629-53.1% | $6,690-60.6% |
| Admin fee / account holder | $6,052 | $19,327-68.7% | $15,923-62.0% | $13,400-54.8% |