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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 | $45,611 | $103,392-55.9% | $87,104-47.6% | $152,897-70.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 76.9%-13.2pp | 82.5%-18.8pp |
| Annual return | 19.89% | 28.10%-8.2pp | 28.19%-8.3pp | 345.43%-325.5pp |
| Employer contribution / active EE | $413 | $3,221-87.2% | $2,521-83.6% | $4,764-91.3% |
| Participant deferral / active EE | $2,352 | $4,778-50.8% | $4,048-41.9% | $5,851-59.8% |
| Admin fee / account holder | $1,214 | $12,194-90.0% | $7,491-83.8% | $11,599-89.5% |