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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 | $30,683 | $166,131-81.5% | $164,975-81.4% | $145,877-79.0% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 11.80% | 100.37%-88.6pp | 70.12%-58.3pp | 551.28%-539.5pp |
| Employer contribution / active EE | $412 | $5,276-92.2% | $4,343-90.5% | $4,663-91.2% |
| Participant deferral / active EE | $2,768 | $6,962-60.2% | $6,033-54.1% | $6,691-58.6% |
| Admin fee / account holder | $2,487 | $16,648-85.1% | $12,688-80.4% | $13,402-81.4% |