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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 | $106,239 | $254,759-58.3% | $216,567-50.9% | $198,609-46.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 8.74% | 10.04%-1.3pp | 12.94%-4.2pp | 202.70%-194.0pp |
| Employer contribution / active EE | $600 | $6,096-90.2% | $5,216-88.5% | $5,055-88.1% |
| Participant deferral / active EE | $2,895 | $6,948-58.3% | $6,191-53.2% | $6,977-58.5% |
| Admin fee / account holder | $39,329 | $26,311+49.5% | $21,981+78.9% | $19,030+106.7% |