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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 | $57,788 | $154,228-62.5% | $145,433-60.3% | $137,256-57.9% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 27.01% | 74.59%-47.6pp | 66.58%-39.6pp | 220.34%-193.3pp |
| Employer contribution / active EE | $681 | $4,804-85.8% | $4,554-85.1% | $4,156-83.6% |
| Participant deferral / active EE | $4,069 | $8,216-50.5% | $7,897-48.5% | $6,407-36.5% |
| Admin fee / account holder | $774 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |