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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 | $44,668 | $89,370-50.0% | $141,197-68.4% | $72,976-38.8% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 19.98% | 111.88%-91.9pp | 71.41%-51.4pp | 81.02%-61.0pp |
| Employer contribution / active EE | $339 | $3,115-89.1% | $4,736-92.9% | $2,440-86.1% |
| Participant deferral / active EE | $3,216 | $5,419-40.7% | $6,710-52.1% | $3,608-10.9% |
| Admin fee / account holder | $4,171 | $5,957-30.0% | $10,265-59.4% | $5,124-18.6% |