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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 | $48,008 | $183,516-73.8% | $155,534-69.1% | $145,884-67.1% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 13.44% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $721 | $5,315-86.4% | $4,675-84.6% | $4,662-84.5% |
| Participant deferral / active EE | $2,170 | $6,467-66.4% | $5,630-61.5% | $6,690-67.6% |
| Admin fee / account holder | $5,030 | $19,293-73.9% | $15,900-68.4% | $13,392-62.4% |