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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 | $73,391 | $154,228-52.4% | $145,433-49.5% | $137,256-46.5% |
| Participation rate | 27.3% | 83.8%-56.5pp | 82.1%-54.8pp | 80.0%-52.7pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $818 | $4,804-83.0% | $4,554-82.0% | $4,156-80.3% |
| Participant deferral / active EE | $3,100 | $8,216-62.3% | $7,897-60.7% | $6,407-51.6% |
| Admin fee / account holder | $50,561 | $14,344+252.5% | $13,129+285.1% | $12,270+312.1% |