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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 | $37,080 | $107,733-65.6% | $92,985-60.1% | $154,746-76.0% |
| Participation rate | 20.0% | 74.6%-54.6pp | 69.5%-49.5pp | 80.7%-60.7pp |
| Annual return | 21.59% | 30.39%-8.8pp | 27.99%-6.4pp | 172.34%-150.8pp |
| Employer contribution / active EE | $508 | $3,126-83.8% | $2,662-80.9% | $4,379-88.4% |
| Participant deferral / active EE | $1,938 | $5,053-61.7% | $4,377-55.7% | $6,730-71.2% |
| Admin fee / account holder | $2,392 | $11,369-79.0% | $9,463-74.7% | $14,365-83.3% |