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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 | $44,640 | $181,062-75.3% | $158,223-71.8% | $155,188-71.2% |
| Participation rate | 45.8% | 82.7%-36.8pp | 79.2%-33.4pp | 80.8%-35.0pp |
| Annual return | 15.77% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $225 | $4,565-95.1% | $4,109-94.5% | $4,248-94.7% |
| Participant deferral / active EE | $1,997 | $6,134-67.4% | $5,467-63.5% | $6,531-69.4% |
| Admin fee / account holder | $4,879 | $18,825-74.1% | $16,047-69.6% | $14,480-66.3% |