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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 | $51,610 | $65,364-21.0% | $92,909-44.5% | $72,975-29.3% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.0%-11.0pp | 69.5%-4.5pp |
| Annual return | 22.11% | 42.11%-20.0pp | 109.44%-87.3pp | 81.01%-58.9pp |
| Employer contribution / active EE | $453 | $2,594-82.6% | $3,653-87.6% | $2,440-81.5% |
| Participant deferral / active EE | $4,440 | $3,128+41.9% | $4,238+4.8% | $3,608+23.1% |
| Admin fee / account holder | $2,287 | $4,251-46.2% | $5,795-60.5% | $5,124-55.4% |