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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 | $48,271 | $181,062-73.3% | $158,223-69.5% | $155,188-68.9% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 13.58% | 57.39%-43.8pp | 52.09%-38.5pp | 148.84%-135.3pp |
| Employer contribution / active EE | $411 | $4,565-91.0% | $4,109-90.0% | $4,248-90.3% |
| Participant deferral / active EE | $2,126 | $6,134-65.3% | $5,467-61.1% | $6,531-67.5% |
| Admin fee / account holder | $1,359 | $18,825-92.8% | $16,047-91.5% | $14,480-90.6% |