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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 | $87,241 | $201,372-56.7% | $184,260-52.7% | $145,884-40.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.00% | 29.04%-17.0pp | 28.84%-16.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,175 | $7,024-83.3% | $6,427-81.7% | $4,662-74.8% |
| Participant deferral / active EE | $3,596 | $9,808-63.3% | $9,133-60.6% | $6,690-46.2% |
| Admin fee / account holder | $1,455 | $16,362-91.1% | $13,898-89.5% | $13,392-89.1% |