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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 | $59,522 | $174,379-65.9% | $152,093-60.9% | $138,895-57.1% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 22.25% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $219 | $4,652-95.3% | $4,175-94.8% | $4,194-94.8% |
| Participant deferral / active EE | $4,135 | $6,159-32.9% | $5,451-24.1% | $6,396-35.3% |
| Admin fee / account holder | $758 | $16,880-95.5% | $14,497-94.8% | $12,562-94.0% |