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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 | $32,738 | $166,268-80.3% | $165,100-80.2% | $145,897-77.6% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 13.28% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $463 | $5,284-91.2% | $4,348-89.4% | $4,663-90.1% |
| Participant deferral / active EE | $2,112 | $6,964-69.7% | $6,035-65.0% | $6,689-68.4% |
| Admin fee / account holder | $313 | $16,659-98.1% | $12,696-97.5% | $13,390-97.7% |