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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 | $120,514 | $162,136-25.7% | $152,301-20.9% | $154,746-22.1% |
| Participation rate | 30.4% | 84.1%-53.7pp | 82.4%-52.0pp | 80.7%-50.3pp |
| Annual return | 17.02% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $810 | $4,890-83.4% | $4,624-82.5% | $4,379-81.5% |
| Participant deferral / active EE | $3,294 | $8,341-60.5% | $8,004-58.8% | $6,730-51.1% |
| Admin fee / account holder | $1,961 | $15,759-87.6% | $14,398-86.4% | $14,365-86.3% |