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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 | $42,613 | $78,672-45.8% | $109,163-61.0% | $85,856-50.4% |
| Participation rate | 24.2% | 68.3%-44.0pp | 75.9%-51.6pp | 69.3%-45.1pp |
| Annual return | 15.87% | 25.09%-9.2pp | 25.75%-9.9pp | 318.58%-302.7pp |
| Employer contribution / active EE | $618 | $2,734-77.4% | $3,723-83.4% | $2,565-75.9% |
| Participant deferral / active EE | $2,128 | $3,467-38.6% | $4,654-54.3% | $3,952-46.2% |
| Admin fee / account holder | $1,517 | $5,470-72.3% | $6,754-77.5% | $6,261-75.8% |