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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 | $33,310 | $124,314-73.2% | $109,163-69.5% | $167,518-80.1% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 21.86% | 26.04%-4.2pp | 25.75%-3.9pp | 478.71%-456.9pp |
| Employer contribution / active EE | $432 | $4,209-89.7% | $3,723-88.4% | $4,838-91.1% |
| Participant deferral / active EE | $2,160 | $5,256-58.9% | $4,654-53.6% | $6,342-65.9% |
| Admin fee / account holder | $302 | $7,973-96.2% | $6,754-95.5% | $12,312-97.5% |