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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 | $50,498 | $168,636-70.1% | $147,617-65.8% | $125,393-59.7% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | 0.93% | 77.65%-76.7pp | 61.98%-61.0pp | 282.23%-281.3pp |
| Employer contribution / active EE | $872 | $6,252-86.1% | $5,565-84.3% | $4,866-82.1% |
| Participant deferral / active EE | $2,922 | $5,507-46.9% | $4,895-40.3% | $5,351-45.4% |
| Admin fee / account holder | $1,073 | $13,580-92.1% | $11,611-90.8% | $9,541-88.8% |