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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 | $36,663 | $91,439-59.9% | $135,974-73.0% | $71,511-48.7% |
| Participation rate | 66.4% | 75.7%-9.3pp | 81.9%-15.5pp | 67.9%-1.6pp |
| Annual return | 23.98% | 29.90%-5.9pp | 68.30%-44.3pp | 28.86%-4.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $9,899 | $7,093+39.6% | $7,760+27.6% | $4,291+130.7% |
| Admin fee / account holder | $991 | $1,267-21.8% | $10,767-90.8% | $1,588-37.6% |