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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 | $36,666 | $185,312-80.2% | $161,489-77.3% | $154,746-76.3% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 16.00% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $403 | $4,769-91.5% | $4,268-90.6% | $4,379-90.8% |
| Participant deferral / active EE | $3,931 | $6,350-38.1% | $5,630-30.2% | $6,730-41.6% |
| Admin fee / account holder | $1,257 | $18,654-93.3% | $16,006-92.1% | $14,365-91.2% |