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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 | $40,963 | $124,980-67.2% | $108,359-62.2% | $154,746-73.5% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 17.36% | 45.00%-27.6pp | 36.89%-19.5pp | 172.34%-155.0pp |
| Employer contribution / active EE | $464 | $2,851-83.7% | $2,399-80.6% | $4,379-89.4% |
| Participant deferral / active EE | $1,364 | $4,743-71.2% | $4,137-67.0% | $6,730-79.7% |
| Admin fee / account holder | $377 | $11,502-96.7% | $9,741-96.1% | $14,365-97.4% |