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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 | $29,838 | $181,062-83.5% | $158,223-81.1% | $155,188-80.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 17.04% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $633 | $4,565-86.1% | $4,109-84.6% | $4,248-85.1% |
| Participant deferral / active EE | $3,163 | $6,134-48.4% | $5,467-42.1% | $6,531-51.6% |
| Admin fee / account holder | $681 | $18,825-96.4% | $16,047-95.8% | $14,480-95.3% |