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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 | $87,137 | $184,014-52.6% | $161,149-45.9% | $138,895-37.3% |
| Participation rate | 40.9% | 82.1%-41.2pp | 78.8%-37.9pp | 79.9%-39.0pp |
| Annual return | 18.11% | 21.52%-3.4pp | 21.16%-3.0pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,031 | $5,055-79.6% | $4,360-76.4% | $4,194-75.4% |
| Participant deferral / active EE | $2,920 | $6,909-57.7% | $6,153-52.5% | $6,396-54.3% |
| Admin fee / account holder | $1,842 | $18,027-89.8% | $15,194-87.9% | $12,562-85.3% |