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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 | $57,080 | $124,980-54.3% | $108,359-47.3% | $154,746-63.1% |
| Participation rate | 44.4% | 75.2%-30.7pp | 70.1%-25.7pp | 80.7%-36.3pp |
| Annual return | 11.74% | 45.00%-33.3pp | 36.89%-25.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $195 | $2,851-93.2% | $2,399-91.9% | $4,379-95.5% |
| Participant deferral / active EE | $1,685 | $4,743-64.5% | $4,137-59.3% | $6,730-75.0% |
| Admin fee / account holder | $2,307 | $11,502-79.9% | $9,741-76.3% | $14,365-83.9% |