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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 | $73,421 | $111,535-34.2% | $105,223-30.2% | $137,256-46.5% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 32.33% | 237.85%-205.5pp | 180.65%-148.3pp | 220.34%-188.0pp |
| Employer contribution / active EE | $364 | $3,939-90.8% | $3,689-90.1% | $4,156-91.2% |
| Participant deferral / active EE | $1,563 | $5,500-71.6% | $5,072-69.2% | $6,407-75.6% |
| Admin fee / account holder | $1,448 | $9,721-85.1% | $8,859-83.7% | $12,270-88.2% |