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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 | $58,362 | $172,111-66.1% | $150,298-61.2% | $137,256-57.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 29.02% | 69.37%-40.4pp | 62.79%-33.8pp | 220.34%-191.3pp |
| Employer contribution / active EE | $450 | $4,636-90.3% | $4,154-89.2% | $4,156-89.2% |
| Participant deferral / active EE | $5,876 | $6,166-4.7% | $5,453+7.8% | $6,407-8.3% |
| Admin fee / account holder | $4,972 | $16,471-69.8% | $14,116-64.8% | $12,270-59.5% |