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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 | $37,603 | $159,934-76.5% | $147,005-74.4% | $145,959-74.2% |
| Participation rate | 30.4% | 84.0%-53.6pp | 82.2%-51.7pp | 80.3%-49.8pp |
| Annual return | 12.07% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $962 | $5,287-81.8% | $4,934-80.5% | $4,661-79.4% |
| Participant deferral / active EE | $2,773 | $8,427-67.1% | $8,070-65.6% | $6,689-58.5% |
| Admin fee / account holder | $1,023 | $15,053-93.2% | $13,006-92.1% | $13,398-92.4% |