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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 | $10,877 | $114,119-90.5% | $107,187-89.9% | $138,895-92.2% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 16.62% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $662 | $4,059-83.7% | $3,782-82.5% | $4,194-84.2% |
| Participant deferral / active EE | $2,074 | $5,538-62.5% | $5,096-59.3% | $6,396-67.6% |
| Admin fee / account holder | $3,152 | $10,024-68.6% | $9,162-65.6% | $12,562-74.9% |