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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 | $84,294 | $112,729-25.2% | $98,716-14.6% | $137,256-38.6% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 14.66% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $407 | $2,725-85.1% | $2,279-82.1% | $4,156-90.2% |
| Participant deferral / active EE | $2,423 | $4,640-47.8% | $4,048-40.1% | $6,407-62.2% |
| Admin fee / account holder | $3,194 | $10,129-68.5% | $8,703-63.3% | $12,270-74.0% |