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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 | $37,022 | $110,307-66.4% | $96,576-61.7% | $139,456-73.5% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.2pp |
| Annual return | 16.81% | 26.40%-9.6pp | 25.87%-9.1pp | 373.45%-356.6pp |
| Employer contribution / active EE | $288 | $3,619-92.1% | $2,965-90.3% | $4,753-93.9% |
| Participant deferral / active EE | $1,773 | $5,547-68.0% | $4,851-63.5% | $6,711-73.6% |
| Admin fee / account holder | $11,627 | $11,597+0.3% | $8,253+40.9% | $11,407+1.9% |