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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 | $95,457 | $185,312-48.5% | $161,489-40.9% | $154,746-38.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 15.77% | 103.84%-88.1pp | 89.72%-73.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $755 | $4,769-84.2% | $4,268-82.3% | $4,379-82.8% |
| Participant deferral / active EE | $2,634 | $6,350-58.5% | $5,630-53.2% | $6,730-60.9% |
| Admin fee / account holder | $870 | $18,654-95.3% | $16,006-94.6% | $14,365-93.9% |