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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 | $50,325 | $115,225-56.3% | $100,712-50.0% | $138,895-63.8% |
| Participation rate | 63.6% | 74.3%-10.7pp | 69.3%-5.6pp | 79.9%-16.3pp |
| Annual return | 15.74% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $327 | $2,771-88.2% | $2,313-85.9% | $4,194-92.2% |
| Participant deferral / active EE | $2,019 | $4,699-57.0% | $4,085-50.6% | $6,396-68.4% |
| Admin fee / account holder | $2,723 | $10,844-74.9% | $9,256-70.6% | $12,562-78.3% |