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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 | $174,379-74.7% | $152,093-70.9% | $138,895-68.2% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 15.91% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $689 | $4,652-85.2% | $4,175-83.5% | $4,194-83.6% |
| Participant deferral / active EE | $1,722 | $6,159-72.0% | $5,451-68.4% | $6,396-73.1% |
| Admin fee / account holder | $477 | $16,880-97.2% | $14,497-96.7% | $12,562-96.2% |