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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 | $58,289 | $217,432-73.2% | $185,849-68.6% | $167,536-65.2% |
| Participation rate | 23.1% | 86.1%-63.0pp | 81.7%-58.6pp | 82.1%-59.0pp |
| Annual return | 12.10% | 148.42%-136.3pp | 122.10%-110.0pp | 478.82%-466.7pp |
| Employer contribution / active EE | $696 | $5,875-88.1% | $5,169-86.5% | $4,839-85.6% |
| Participant deferral / active EE | $2,575 | $6,357-59.5% | $5,569-53.8% | $6,342-59.4% |
| Admin fee / account holder | $1,560 | $19,818-92.1% | $16,244-90.4% | $12,315-87.3% |