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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 | $29,716 | $210,343-85.9% | $153,432-80.6% | $145,959-79.6% |
| Participation rate | 61.1% | 82.1%-21.0pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 15.32% | 13.38%+1.9pp | 15.66%-0.3pp | 561.95%-546.6pp |
| Employer contribution / active EE | $952 | $6,047-84.3% | $5,038-81.1% | $4,661-79.6% |
| Participant deferral / active EE | $2,999 | $7,977-62.4% | $6,757-55.6% | $6,689-55.2% |
| Admin fee / account holder | $1,812 | $19,424-90.7% | $12,725-85.8% | $13,398-86.5% |