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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 | $83,304 | $176,786-52.9% | $146,643-43.2% | $167,536-50.3% |
| Participation rate | 40.9% | 83.6%-42.7pp | 80.1%-39.2pp | 82.1%-41.2pp |
| Annual return | 9.48% | 24.04%-14.6pp | 22.75%-13.3pp | 478.82%-469.3pp |
| Employer contribution / active EE | $431 | $5,161-91.7% | $4,137-89.6% | $4,839-91.1% |
| Participant deferral / active EE | $3,046 | $6,440-52.7% | $5,506-44.7% | $6,342-52.0% |
| Admin fee / account holder | $11,651 | $13,262-12.1% | $10,280+13.3% | $12,315-5.4% |