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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 | $116,718 | $196,972-40.7% | $182,262-36.0% | $198,609-41.2% |
| Participation rate | 20.0% | 85.7%-65.7pp | 84.2%-64.2pp | 82.4%-62.4pp |
| Annual return | 15.08% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $534 | $5,364-90.0% | $5,046-89.4% | $5,055-89.4% |
| Participant deferral / active EE | $4,999 | $8,643-42.2% | $8,276-39.6% | $6,977-28.4% |
| Admin fee / account holder | $10,833 | $18,429-41.2% | $16,712-35.2% | $19,030-43.1% |