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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 | $44,474 | $124,425-64.3% | $112,040-60.3% | $137,256-67.6% |
| Participation rate | 45.8% | 79.3%-33.5pp | 76.5%-30.7pp | 80.0%-34.1pp |
| Annual return | 17.83% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $421 | $3,411-87.6% | $2,954-85.7% | $4,156-89.9% |
| Participant deferral / active EE | $3,362 | $5,718-41.2% | $5,098-34.0% | $6,407-47.5% |
| Admin fee / account holder | $13,389 | $15,207-12.0% | $12,098+10.7% | $12,270+9.1% |