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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 | $17,416 | $181,062-90.4% | $158,223-89.0% | $155,188-88.8% |
| Participation rate | 42.9% | 82.7%-39.8pp | 79.2%-36.3pp | 80.8%-37.9pp |
| Annual return | 18.22% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $300 | $4,565-93.4% | $4,109-92.7% | $4,248-92.9% |
| Participant deferral / active EE | $2,237 | $6,134-63.5% | $5,467-59.1% | $6,531-65.8% |
| Admin fee / account holder | $917 | $18,825-95.1% | $16,047-94.3% | $14,480-93.7% |