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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 | $42,764 | $208,088-79.4% | $186,193-77.0% | $154,746-72.4% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 16.29% | 89.97%-73.7pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $395 | $4,340-90.9% | $3,918-89.9% | $4,379-91.0% |
| Participant deferral / active EE | $1,551 | $7,078-78.1% | $6,513-76.2% | $6,730-77.0% |
| Admin fee / account holder | $639 | $11,698-94.5% | $11,058-94.2% | $14,365-95.5% |