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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 | $39,312 | $103,393-62.0% | $87,103-54.9% | $152,909-74.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.9%-10.2pp | 82.5%-15.8pp |
| Annual return | 21.54% | 28.10%-6.6pp | 28.19%-6.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $238 | $3,221-92.6% | $2,521-90.6% | $4,764-95.0% |
| Participant deferral / active EE | $2,254 | $4,778-52.8% | $4,049-44.3% | $5,851-61.5% |
| Admin fee / account holder | $886 | $12,195-92.7% | $7,491-88.2% | $11,601-92.4% |