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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 | $39,558 | $157,304-74.9% | $141,197-72.0% | $152,909-74.1% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.5%-44.0pp |
| Annual return | 25.18% | 64.34%-39.2pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $415 | $5,263-92.1% | $4,736-91.2% | $4,764-91.3% |
| Participant deferral / active EE | $2,766 | $7,111-61.1% | $6,710-58.8% | $5,851-52.7% |
| Admin fee / account holder | $620 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |