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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 | $41,512 | $124,425-66.6% | $112,040-62.9% | $137,256-69.8% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 14.21% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $768 | $3,411-77.5% | $2,954-74.0% | $4,156-81.5% |
| Participant deferral / active EE | $2,200 | $5,718-61.5% | $5,098-56.8% | $6,407-65.7% |
| Admin fee / account holder | $18,060 | $15,207+18.8% | $12,098+49.3% | $12,270+47.2% |