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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 | $37,403 | $105,284-64.5% | $150,734-75.2% | $94,015-60.2% |
| Participation rate | 35.6% | 71.7%-36.1pp | 78.4%-42.8pp | 70.8%-35.2pp |
| Annual return | 15.06% | 15.67%-0.6pp | 600.81%-585.7pp | 17.84%-2.8pp |
| Employer contribution / active EE | $847 | $3,599-76.5% | $4,918-82.8% | $2,790-69.7% |
| Participant deferral / active EE | $1,995 | $4,274-53.3% | $5,610-64.4% | $4,249-53.0% |
| Admin fee / account holder | $12,901 | $9,839+31.1% | $14,905-13.4% | $8,951+44.1% |