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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 | $77,146 | $172,111-55.2% | $150,298-48.7% | $137,256-43.8% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 18.86% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $569 | $4,636-87.7% | $4,154-86.3% | $4,156-86.3% |
| Participant deferral / active EE | $6,900 | $6,166+11.9% | $5,453+26.5% | $6,407+7.7% |
| Admin fee / account holder | $8,820 | $16,471-46.5% | $14,116-37.5% | $12,270-28.1% |