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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 | $64,569 | $289,211-77.7% | $260,467-75.2% | $198,609-67.5% |
| Participation rate | 23.1% | 83.1%-60.0pp | 80.5%-57.4pp | 82.4%-59.3pp |
| Annual return | 19.21% | 112.90%-93.7pp | 100.60%-81.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $402 | $4,663-91.4% | $4,239-90.5% | $5,055-92.1% |
| Participant deferral / active EE | $3,883 | $6,812-43.0% | $6,319-38.6% | $6,977-44.3% |
| Admin fee / account holder | $4,913 | $16,236-69.7% | $15,461-68.2% | $19,030-74.2% |