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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 | $39,981 | $110,379-63.8% | $102,412-61.0% | $145,884-72.6% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 11.17% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $369 | $4,216-91.2% | $3,870-90.5% | $4,662-92.1% |
| Participant deferral / active EE | $2,246 | $5,622-60.0% | $5,060-55.6% | $6,690-66.4% |
| Admin fee / account holder | $638 | $9,745-93.5% | $8,388-92.4% | $13,392-95.2% |