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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 | $63,192 | $181,896-65.3% | $156,551-59.6% | $273,972-76.9% |
| Participation rate | 41.7% | 88.4%-46.7pp | 84.0%-42.3pp | 83.0%-41.3pp |
| Annual return | 8.78% | 30.74%-22.0pp | 32.23%-23.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $640 | $6,248-89.8% | $5,501-88.4% | $4,869-86.9% |
| Participant deferral / active EE | $3,002 | $5,550-45.9% | $4,871-38.4% | $5,287-43.2% |
| Admin fee / account holder | $893 | $15,560-94.3% | $13,028-93.1% | $10,133-91.2% |