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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 | $30,361 | $172,111-82.4% | $150,298-79.8% | $137,256-77.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 46.72% | 69.37%-22.7pp | 62.79%-16.1pp | 220.34%-173.6pp |
| Employer contribution / active EE | $330 | $4,636-92.9% | $4,154-92.1% | $4,156-92.1% |
| Participant deferral / active EE | $2,118 | $6,166-65.6% | $5,453-61.2% | $6,407-66.9% |
| Admin fee / account holder | $11,966 | $16,471-27.4% | $14,116-15.2% | $12,270-2.5% |