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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 | $51,330 | $199,109-74.2% | $173,730-70.5% | $154,746-66.8% |
| Participation rate | 45.0% | 82.8%-37.8pp | 79.6%-34.6pp | 80.7%-35.7pp |
| Annual return | 16.17% | 20.02%-3.9pp | 19.96%-3.8pp | 172.34%-156.2pp |
| Employer contribution / active EE | $252 | $5,311-95.2% | $4,577-94.5% | $4,379-94.2% |
| Participant deferral / active EE | $2,677 | $7,113-62.4% | $6,326-57.7% | $6,730-60.2% |
| Admin fee / account holder | $1,036 | $20,916-95.0% | $17,523-94.1% | $14,365-92.8% |