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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 | $38,896 | $111,535-65.1% | $105,223-63.0% | $137,256-71.7% |
| Participation rate | 68.2% | 78.1%-9.9pp | 75.0%-6.9pp | 80.0%-11.8pp |
| Annual return | 16.14% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $728 | $3,939-81.5% | $3,689-80.3% | $4,156-82.5% |
| Participant deferral / active EE | $2,977 | $5,500-45.9% | $5,072-41.3% | $6,407-53.5% |
| Admin fee / account holder | $4,529 | $9,721-53.4% | $8,859-48.9% | $12,270-63.1% |