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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 | $35,268 | $111,814-68.5% | $103,374-65.9% | $145,959-75.8% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 12.12% | 24.77%-12.7pp | 24.89%-12.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $770 | $4,214-81.7% | $3,869-80.1% | $4,661-83.5% |
| Participant deferral / active EE | $2,527 | $5,618-55.0% | $5,058-50.0% | $6,689-62.2% |
| Admin fee / account holder | $1,734 | $9,754-82.2% | $8,394-79.3% | $13,398-87.1% |