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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 | $30,432 | $156,398-80.5% | $147,318-79.3% | $138,895-78.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.27% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $547 | $4,853-88.7% | $4,593-88.1% | $4,194-87.0% |
| Participant deferral / active EE | $2,521 | $8,237-69.4% | $7,906-68.1% | $6,396-60.6% |
| Admin fee / account holder | $1,582 | $14,976-89.4% | $13,708-88.5% | $12,562-87.4% |