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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 | $44,190 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.91% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $689 | $4,636-85.1% | $4,154-83.4% | $4,156-83.4% |
| Participant deferral / active EE | $1,722 | $6,166-72.1% | $5,453-68.4% | $6,407-73.1% |
| Admin fee / account holder | $477 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |