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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 | $56,685 | $115,911-51.1% | $100,530-43.6% | $158,950-64.3% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 12.07% | 34.80%-22.7pp | 30.89%-18.8pp | 302.91%-290.8pp |
| Employer contribution / active EE | $176 | $4,104-95.7% | $3,418-94.8% | $4,762-96.3% |
| Participant deferral / active EE | $2,183 | $6,676-67.3% | $6,271-65.2% | $5,983-63.5% |
| Admin fee / account holder | $500 | $10,999-95.5% | $8,083-93.8% | $11,248-95.6% |