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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 | $48,128 | $114,119-57.8% | $107,187-55.1% | $138,895-65.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 15.06% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,523 | $5,538-36.4% | $5,096-30.9% | $6,396-44.9% |
| Admin fee / account holder | $11,570 | $10,024+15.4% | $9,162+26.3% | $12,562-7.9% |