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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 | $81,238 | $108,825-25.4% | $156,181-48.0% | $82,448-1.5% |
| Participation rate | 25.3% | 72.4%-47.0pp | 78.8%-53.5pp | 68.1%-42.7pp |
| Annual return | 16.62% | 20.59%-4.0pp | 64.87%-48.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $65 | $2,870-97.7% | $4,294-98.5% | $2,551-97.5% |
| Participant deferral / active EE | $1,995 | $4,577-56.4% | $6,132-67.5% | $4,139-51.8% |
| Admin fee / account holder | $2,465 | $9,341-73.6% | $14,586-83.1% | $7,234-65.9% |