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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 | $46,517 | $148,623-68.7% | $135,974-65.8% | $139,466-66.6% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 28.45% | 79.30%-50.8pp | 68.30%-39.9pp | 373.66%-345.2pp |
| Employer contribution / active EE | $758 | $5,246-85.6% | $4,859-84.4% | $4,754-84.1% |
| Participant deferral / active EE | $2,676 | $8,103-67.0% | $7,760-65.5% | $6,712-60.1% |
| Admin fee / account holder | $659 | $12,406-94.7% | $10,767-93.9% | $11,409-94.2% |