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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 | $40,212 | $107,363-62.5% | $92,909-56.7% | $152,897-73.7% |
| Participation rate | 27.3% | 79.8%-52.5pp | 76.0%-48.7pp | 82.5%-55.2pp |
| Annual return | 32.69% | 145.63%-112.9pp | 109.44%-76.8pp | 345.43%-312.7pp |
| Employer contribution / active EE | $224 | $4,222-94.7% | $3,653-93.9% | $4,764-95.3% |
| Participant deferral / active EE | $2,423 | $4,848-50.0% | $4,238-42.8% | $5,851-58.6% |
| Admin fee / account holder | $522 | $7,082-92.6% | $5,795-91.0% | $11,599-95.5% |