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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 | $41,149 | $161,352-74.5% | $134,172-69.3% | $137,256-70.0% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 17.19% | 28.72%-11.5pp | 25.30%-8.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $722 | $4,099-82.4% | $3,420-78.9% | $4,156-82.6% |
| Participant deferral / active EE | $2,856 | $5,552-48.6% | $4,690-39.1% | $6,407-55.4% |
| Admin fee / account holder | $1,041 | $15,028-93.1% | $12,016-91.3% | $12,270-91.5% |